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IRA conversion to minimize future taxes?
Hello, My wife and I are both 62 and retired at 59. We both have Traditional and Roth IRAs. How do we go about determining if we should draw out a large sum from one or the other in order to minimize future taxes? Is it worth paying a large lump sum of taxes now, in order to minimize future taxes when we start drawing SS at 70?
‎October 22, 2025
10:22 AM