AmitaR
Employee Tax & Finance Expert

[Event] Ask the Experts: Navigating Retirement Taxes

It is a smart move and great financial planning tool to slowing move your traditional nontaxed IRA funds into Roth IRA, especially during years when your income is lower.  By taking this action, you're reducing your future tax liabilities.   Also, if you happen to leave your Roth IRA to your beneficiary, it will be tax-free to your beneficiary.  

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