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Differences between a Roth in-plan conversion and a Roth ...

Differences between a Roth in-plan conversion and a Roth ...

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A Roth conversion could generally be considered beneficial if you: •Expect your tax rate to be the same or higher in the future. •Are interested in tax diversification. •Can pay the conversion taxes out of non-retirement money. •Plan to keep the money invested for the long term.

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