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Retirement tax questions
Wow! That makes the most sense and it's what I've been debating with my second advisor. Why penalize a Roth conversion when I can just take it out of a traditional IRA without penalty!!??
No, absolutely not saying TurboTax has a calculation error. I merely wanted to use TT as a tiebreaker. I figured TT would be 100% correct.
Thanks for the quick answer. Much appreciated!
‎December 17, 2025
2:05 PM