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Rolling over traditional IRA to Roth while in school

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  • #16






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    So the problem is at this point I would have to use loans to pay that tax, which is why I was thinking of converting <$9,300 per year until it was all converted. Is that a bad idea?
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    If you are sure you will not be able to come up with $1,200 in taxes, go ahead and roll just enough to not owe taxes.
    Our passion is protecting clients and others from predatory and ignorant advisors. Fox & Co CPAs, Fox & Co Wealth Mgmt. 270-247-6087

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