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Two Roth IRA Mistakes High-Income Clients Must Avoid
Best Practices November 27, 2024 at 01:15 PM
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What You Need To Know
- Clients in the top tax bracket should avoid making Roth IRA conversions.
- Another common mistake clients make is adding to their Roth IRA when their income exceeds the annual limit.
- Ineligible contributions can be undone, or in some cases recharacterized.
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