Explore tweets tagged as #RothConversion
Roth conversions: trade a known tax now for tax‑free growth later. Convert ‘just enough’ to fill your bracket. DM ROTH for numbers. . . . . . #RothConversion #Wealth #TaxPlanning
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HEY HOBART - QUESTION: Understanding Required Minimum Distributions: What You Need to Know #RetirementPlanning #RMD #TaxStrategy #FinancialTips #IRA #Medicare #CharitableGiving #RothConversion #RetireSmart #HeyHobart
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Take control of your financial future with the Thrift Savings Plan's new Roth conversion option, coming 2026. Federal employees, prepare now by speaking with a wealth planner. #ThriftSavingsPlan #RothConversion #FinancialPlanning #FinancialFreedom #TSP #RothIRA #ThriftSavingsPlan
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We created FDC—our For Days Coming plan—because you deserve a plan that grows with you. #iWealthPodcast #LifetimePlan #RothConversion #FinancialScore #PlanForRetirement #MoneyStrategy
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Major update: Starting January 2026, you can convert traditional TSP funds into Roth in-plan—pay tax now, enjoy tax-free growth and no RMDs later. 💡🚀 Just remember: you’ll owe taxes on the conversion and must pay them from outside funds. #TSP #RothConversion #RetirementPlanning
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This week, I outline how my #RothConversion plans changed. See video here: https://t.co/YUzu19ZwoU
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Thinking about a Roth conversion? ✔ Tax-free growth & no RMDs later ❌ Higher Medicare premiums (IRMAA) now Spread conversions over years or stay under the next bracket to manage costs. More here: https://t.co/qz4iFc96Zx
#RothConversion #MedicarePlanning #TaxPlanningTips
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💰📊 On this week’s “Henssler Money Talks,” our hosts and Tax Director Matthew Reed discuss a real-world case: delay taxes and risk paying more over time or convert to a Roth IRA now to lower their lifetime tax burden. Find us on all podcast platforms 🎙️ #RothConversion
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OBBB 🇺🇸 New tax law = BIG win for retirees! ✅ $6K deduction for 65+ ✅ Tax-free Social Security ✅ Smarter Roth conversions Retire smarter. Keep more. 💰 📖 https://t.co/VRs6vfcNPh
#RetirementPlanning #TaxStrategy #RothConversion #InTrustAdvisors
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Roth conversions can cut future taxes—but added income may raise your Medicare costs later. Smart timing makes all the difference. Learn more: https://t.co/qz4iFc96Zx
#RetirementPlanning #RothConversion #MedicarePlanning
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Converting a traditional 401(k) to a Roth IRA can set you up for tax-free withdrawals in retirement. But remember—you’ll still owe taxes on the conversion! #RothConversion #RetirementPlanning #TaxFreeGrowth #FaithAndFinances #AskRalphShow #AskRalph
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2025 may be the biggest tax year of the decade. The Big, Beautiful Bill unlocked short-term opportunities—like unique deductions, a higher SALT cap & Roth conversion strategies—that vanish after Dec. 31. https://t.co/jAvGGGWFfZ
#TaxPlanning #RothConversion #BigBeautifulBill
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Closing Financial Gaps You Didn’t Know You Had Do your will and beneficiaries actually match up? #iWealthPodcast #EstatePlanning #FinancialGaps #SmartMoneyMoves #WealthTips #RothConversion #MoneyMatters #FinancialGoals
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Maximize tax return opportunities! 💰 🔍 Dive into your tax return and consider Roth conversions, qualified charitable distributions for 24 tax planning! 📊💸 #taxes #financialplanning #Rothconversion #charity #tax2024
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Curious about gift-splitting, Roth conversions, or how AI is reshaping estate planning? 🤔 This week’s webinars cover it all—Form 709 updates, GST elections, deductions, and more. Don’t miss out—watch now! 🔗 https://t.co/7nmuVNDal7
#EstatePlanning #TaxPlanning #RothConversion
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Thinking about a Roth conversion before the end of 2023? Here are some important factors to consider -- #RothConversion #FinancialPlanning #Investing
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Unlock the secrets of your HSA in retirement! 💰✨ Maximize savings and plan smart! 🧠💡 Watch now for the best tips! 🎥🔥 #RetirementPlanning #FinanceTips #HSA #SmartMoney #WealthBuilding #InvestWisely #RothConversion #FinancialFreedom #MoneyMoves #RetireSmart
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