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  • Estate Planning
    • Revocable Living Trust
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    • Retirement Income Calculator
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      • Roth Conversion Articles
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Tag Archives: Year-End Tax Planning

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  2. Entries tagged with "Year-End Tax Planning"

December 31 Roth conversion deadline compared with the April tax-filing deadline

What Is the Roth Conversion Deadline? Don’t Wait Until Tax Filing

IRA / 401(K) Roth Conversions, Retirement InsightsBy Dr. Dylan FosterSeptember 19, 2026Leave a comment

Roth conversions don’t work like regular IRA contributions. Learn why year-end timing matters and why waiting until the final days of December can create problems.

Roth conversion deadline of December 31 illustrated with Traditional and Roth IRA accounts

What Is the Roth Conversion Deadline for This Year?

IRA / 401(K) Roth Conversions, Retirement InsightsBy Dr. Dylan FosterSeptember 19, 2026Leave a comment

Waiting until December to convert your IRA? Learn how Roth conversion year-end timing works, why the IRA contribution deadline is different, and what to do before the clock runs out.

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