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Roth conversion calculations
I am trying to calculate the amount of a Roth IRA conversion that allows me to stay in the lowest tax bracket. In estimating my projected taxable income, I have included taxable dividends and interest. I also have tax-exempt dividends and interest - do these amounts need to be included in the calculation of taxable income in the determination of a potential Roth IRA conversion amount, or would these be excluded? Thank you.
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‎December 11, 2023
12:54 PM