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Retirement tax questions
Also… just came across this video, he does a similar calculation at the end and comes up with $81k of total lifetime tax savings for a married couple with 20 years until retirement. So clearly seems to be worth the one time pro rata rule penalty to convert the existing IRA. https://youtu.be/uTtu-iAHcdQ?si=_faunGZlTHXuC8OS
September 18, 2024
3:32 PM