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How to Pull Off a $1.2 Million Roth Conversion While Earning $140K

1 source ·1 article ·2h ago

Discover how a 69-year-old engineer can successfully convert a $1.2 million IRA to a Roth before RMDs begin. Learn about IRMAA, tax issues and legacy planning.

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Kiplinger 1

All coverage · 1 article

Kiplinger ·2h ago

How to Pull Off a $1.2 Million Roth Conversion While Earning $140K

Discover how a 69-year-old engineer can successfully convert a $1.2 million IRA to a Roth before RMDs begin. Learn about IRMAA, tax issues and legacy planning.