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The Rules for Roth Contributions

Retirement Answer Man

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Roth Conversions for Baby Boomers

Roger Stone: I have a lot of money in pre-tax assets, about three and a half million that will lead to some large required minimum distributions in the future. We're not talking about avoiding taxes, we're talking about the timing of taxes. If you leave these pre tax assets to your children, they're going to have taxes within 10 years as they drain those inherited accounts on top of their already taxed income from whatever sources. This is just simply a matter of timing.

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