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Posts Tagged ‘IRS Roth rules’

Celebrating Memorial Day with a Roth Conversion? Here’s When It Makes Sense

May 26, 2025
Humorous illustration of a pig in a suit celebrating Memorial Day with a small American flag, sunglasses, and a bag of money, symbolizing a Roth conversion strategy.

Memorial Day marks more than just the start of summer. It’s also a smart checkpoint in the year to revisit your finances — especially your retirement strategy. One question you might be asking:Should I do a Roth conversion now? The answer depends on timing, income, tax projections, and your long-term goals. What Is a Roth…

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