The Roth Conversion Window Before Social Security: A Retiree’s Tax Strategy Worth $66,000

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The Invisible Stretch Between Retirement and Benefits A 66-year-old retiree stops working, has a sizable traditional IRA, and delays Social Security for a few more years. Her checking account looks thinner than during her career, and her tax return reflects minimal income. That gap between her last paycheck and her first Social Security deposit is ... The Roth Conversion Window Before Social Security: A Retiree’s Tax Strategy Worth $66,000