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Retirement tax questions
Thank you for your advise.
So, I understand that 2024 RMD passed, but are you saying I do not have to worry about taking an RMD for 2025? Would you suggest that I go ahead and transfer $8000 from my checking to my Roth account today? I know it wont fix everything, but will it help some with the penalty I am facing at tax time?
Thank you,
‎June 19, 2025
4:43 PM