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How Do Capital Gains Affect My Roth Conversion Strategy? Thumbnail

How Do Capital Gains Affect My Roth Conversion Strategy?

Many people who are looking to implement a Roth conversion strategy also have a regular investment account. After all, retirement account contributions are limited each year, and many people are looking to set aside additional money. Over time, these taxable accounts can accumulate quite a bit of growth in themselves, particularly if you have a sensible, long-term, diversified portfolio. In that case, you might have capital gains that are now part of your tax planning picture.

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