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Roth Conversion

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Your Year-End Financial Checklist: Contributions, Tax Planning and more  

Ryan Tomko December 18, 2023

I know that we’re all in the midst of planning for the holidays. As we create our to-do list for preparing for family gatherings, gift giving, and other festivities, we at Howe & Rusling also think it’s important to create a financial check list before we ring in the new year. We would like to highlight seven points that would be beneficial to review.

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Navigating the Roth Conversion Window

Elizabeth Hutton November 28, 2023

In this episode of StreetSmarts, Elizabeth Hutton, Vice President and Financial Planner at Howe & Rusling, delves into the intricacies of Roth Conversions. Discover how high earners can navigate Roth IRA contribution limits, and explore the strategic “Roth Conversion Window” between retirement and required minimum distributions. She will guide you through the criteria for optimal candidates, shed light on critical considerations, and unveil the strategic benefits, from mitigating future tax risks to enhancing estate planning.

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