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Retirement tax questions
Good point, any RMD for an IRA must be satisfied before any other, additional amounts are converted to Roth. Age is otherwise not a factor when doing a Roth conversion. An RMD cannot be converted to Roth.
Don't forget about any state income taxes that might be due on an IRA distribution or Roth conversion.
Don't forget about any state income taxes that might be due on an IRA distribution or Roth conversion.
‎June 4, 2019
6:59 PM