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Ask an Advisor: I Want to Roll Over $60k to a Roth, But Need Help Tax Planning. Can I Offset Part of My Tax Bill By Donating Some of the Money?
I’m interested in converting a traditional IRA into a Roth IRA and want to know if taxes are due at time of the rollover. Currently, I have $95,566 in a traditional IRA and would like to roll over $60 ...
I have a pension and a 457 plan to roll over. How do I avoid a big tax bill?
I have a pension liquidating sometime around September 2025. I have an account from another employer in a 457 plan. I’ve ...