roth conversion. 59 1/2

Roth Conversion Confusion – Taxes Withheld When Under 59 ½

Monday, July 31, 2023
There is no doubt we have written about this topic in past Slott Report entries. Possibly many times. There is also no doubt that people continue to make this same error, over and over again. Such was the case recently when the Ed Slott team visited with 150-plus financial advisors from across the nation in Boston.
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