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Review key financial and tax planning moves after filing your taxes, including Roth conversions, tax-efficient investing, retirement contributions, and mid-year tax strategies.
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Managing taxes in retirement often comes down to having assets taxed in different ways. Many investors accumulate most of their savings in tax-deferred accounts such as traditional IRAs and 401(k)s.
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A Roth conversion involves moving funds from a tax-deferred IRA or 401(k) into a Roth account.
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