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- 05-17-25 ARI Health Longevity
05-17-25 ARI Health Longevity
Dear Patriot,
Yesterday, I exposed the tax-sequencing mistake draining retiree wallets. Today, I’m revealing a move the elites use quietly—one the IRS hopes you never figure out: Roth conversions.
By converting part of your traditional IRA to a Roth now, you pay taxes at today’s rate—before future hikes hit. Then? Tax-free growth. Tax-free withdrawals. Forever.
But timing is everything. Done wrong, it spikes your tax bill and Medicare premiums. Done right, it can save you tens of thousands in the long run.
The clock’s ticking—every year you wait is a missed opportunity.
Tomorrow, I’ll break down the required minimum distributions (RMDs) trap—and how the government forces you to drain your accounts whether you need the money or not.
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Poll Of The Day
Have you ever considered doing a Roth conversion? |
Fun Fact Of The Day
Roth IRAs have no required minimum distributions—making them one of the only tax-advantaged accounts you can grow (and leave behind) without IRS interference.