Dolphin Financial Radio
Convert an RMD Into a Roth IRA
May 17, 2024
Can you take a Required Minimum Distribution, pay the taxes, and convert that amount into an IRA? Does the 5-Year Rule apply to Roth conversions and does a new 5-year period start each time you make a
When a part of your financial strategy is out of place, your long-term goals, your retirement savings, your legacy all suffer.
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