The new senior tax deduction looks like a win, until it isn’t.
Convert too much to a Roth, and the deduction disappears.
You save pennies now but lose thousands later.
Strategy beats shortcuts. Every time.
The new senior tax deduction looks like a win, until it isn’t.
Convert too much to a Roth, and the deduction disappears.
You save pennies now but lose thousands later.
Strategy beats shortcuts. Every time.