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Hey there,
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December is a big month for retirees. If you’re over 73, your Required Minimum Distribution (RMD) has to be taken by the 31st. If you’re younger, this is still a prime window for Roth conversion planning.
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A lot of people get tripped up because the rules change every few years. So this month is all about clarity. What has to be done, what can be done, and what you can safely ignore.
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To make this easier, we put together a simple guide that helps you calculate your RMD and see whether a small Roth conversion makes sense before the year closes. Nothing complicated, just clean numbers.
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⬇️ Get the RMD and Roth Planning Guide ⬇️
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Need help?
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TaxQuotes protects your retirement income. Get clear answers without the jargon or runaround.
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