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This option, available before the 2017 tax overhaul, was helpful if, for example, the market declined substantially after a conversion. Moving to a different state, with potentially very different tax treatment for retirement assets, may change the math governing how the decision plays out over time.
This option, available before the 2017 tax overhaul, was helpful if, for example, the market declined substantially after a conversion. Moving to a different state, with potentially very different tax treatment for retirement assets, may change the math governing how the decision plays out over time.
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