What Will Have the Least Tax Impact: Harvesting Capital Gains or Rother Conversions?

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Converting a portion of your traditional IRA or 401k into a Roth IRA offers several key advantages including tax-free growth, taking advantage of the current lower tax brackets, potentially resulting in additional flexibility in retirement income and estate planning. See our primer on Roth conversions here. Or download this flowchart for a visual of how these strategies work.

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