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Determining if a Roth Conversion is Suitable for Your Portfolio

May 28, 2024
How to know if a Roth conversion is right for your portfolio

Are you considering a Roth individual retirement account conversion? You’re not alone. In fact, data from Fidelity Investments shows a 44% year-over-year increase in the number of Roth conversions during the first quarter of 2024. … Read more

Categories Personal Finance Tags conversion, Determining, portfolio, Roth, Suitable

Experts suggest that now is the optimal time for a Roth conversion

May 9, 2024
This is the best time for a Roth conversion, experts say

Are you considering a Roth individual retirement account (IRA) conversion? The experts at Extreme Investor Network believe that you could save on taxes by taking advantage of a limited window of opportunity. Roth conversions involve … Read more

Categories Personal Finance Tags conversion, Experts, Optimal, Roth, suggest, time
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