I'm 65 Years Old With $1.2 Million in an IRA. I'm Taking Social Security

I'm 65 Years Old With $1.2 Million in an IRA. I'm Taking Social Security

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Imagine you’re 65 with $1.2 million in an IRA and a lingering question: should you convert your account into a Roth IRA? The answer may depend on how you go about it. A Roth conversion can provide some sizable advantages, including tax-free withdrawals and freedom from mandated distributions – but…

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