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Why Federal Retirees Should Rethink Roth Conversions After OBBBA
ELDER CARE AND AGING

Why Federal Retirees Should Rethink Roth Conversions After OBBBA

OBBBA removed the 2026 tax-rate deadline for Roth conversions, but federal retirees should weigh the senior deduction, IRMAA, and nursing care costs.
FedSmith.com24/7 Wall St.
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4 articles
24/7 Wall St.Aug 524/7 Wall St.Sep 22

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Why Federal Retirees Should Rethink Roth Conversions After OBBBA

24/7 Wall St.24/7 Wall St.

A Roth Conversion Isn’t Investment Income. It Can Still Trigger the 3.8% Surtax on the Dividends You Collect That Year