Story thread · 2 reports / 2 sources
Roth Conversion Window: Why a 64-Year-Old With $1.3M Has Until Dec. 31, Not April 15, to Move $78,000
247wallst.com · 1d · first report
A 64-year-old with $1.3 million in tax-deferred accounts has a shrinking window to act before the calendar forces a costly mistake, and the deadline is not the date most people assume it is.
The conversation · 0
Sign in to join the conversation.
No comments yet — start the thread.