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Why year-end is popular timing for Roth conversions — and when to make an exception

Why year-end is popular timing for Roth conversions — and when to make an exception

Roth conversions are a popular year-end tax strategy for younger retirees. Here is why it typically makes sense to wait until fourth quarter.

from Personal Finance https://www.cnbc.com/2025/10/20/roth-conversions-year-end.html

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