Why year-end is popular timing for Roth conversions — and when to make an exception

  • Posted on October 20, 2025
  • By CNBC
  • 5 Views
Why year-end is popular timing for Roth conversions — and when to make an exception

Roth conversions are a popular year-end tax strategy for younger retirees. Here is why it typically makes sense to wait until fourth quarter.
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CNBC

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