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Daily Archives: February 28, 2025

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In the News: Pay now, save later: A case for Roth conversions in retirement

Featured, In The NewsBy Editorial TeamFebruary 28, 2025

Nobody wants to pay more taxes than necessary—so why let RMDs force you into it?  In the Marietta Daily Journal, Bil Lako, CFP®, explains how Roth conversions before age 73 can be a game-changer, reducing taxes over your lifetime and growing wealth for your heirs.

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