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April 11, 2023
A Windfall from Uncle Sam – if you act soon.
A Roth conversion before RMDs during your gap years fills low brackets at 2026 rates. See the age 73 vs 75 window, the tax math, and a year-by-year plan.
April 11, 2023
Roth Conversions, Coffee and The Election
A Roth conversion before the election can pay off when a volatile market lowers your account value, but 2025 tax changes shift the math for 2026.