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3 last-minute tax moves for retirement savers

While most tax-saving moves had to be wrapped up by Dec. 31 to count for your 2023 return, here are three smart actions you can still take before the filing deadline on April 15. ....

Roy Ramthun , Investment Company Institute , Health Savings Account , Investment Company , Retirement Savings , Raditional Iras , Tax Filing , Contribution Limit , Ra Income Limits , Simplified Employee Pension Plan ,

Ask an Advisor: I'm 60 With $65k in Pension Income and $100k in My IRA. Is a Roth Conversion Worth It?

I'm 60 and I would like to convert some money from my regular IRA to a Roth. I'm aware that the earnings are subject to penalty before five years but I won't need that money until at least age 70. Is it advisable to do so? My annual income from a pension is $65,000 and […] The post Ask an Advisor: I'm 60 With $65k in Pension Income and $100k in My IRA. Is a Roth Conversion Worth It? appeared first on SmartReads by SmartAsset. ....

Brandon Renfro , Tax Cuts , Jobs Act , Social Security , Roth Conversion , Taxable Income , Social Security , Roth Conversions , Financial Advisor , Max Bracket , Income Tax , Raditional Iras ,