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RE: LeoThread 2025-02-20 21:08

in LeoFinance5 days ago

Part 5/7:

Roth conversions represent a vital strategy for those considering tax implications on their pensions. By converting to a Roth IRA, individuals can lock in currently low tax rates and avoid future tax increases on growing investments. This is particularly beneficial since tax rates are currently perceived as historically low. However, those who wish to leave their money to heirs must weigh the benefits of paying taxes now versus allowing them to inherit tax-deferred options.

Charitable Considerations