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Strategies if You're Temporarily in a Lower Tax Bracket

IRA conversions and tax-gain harvesting may be worth considering.


Editor’s note: Read the latest on how the coronavirus is rattling the markets and what investors can do to navigate it.

Christine Benz: Hi, I'm Christine Benz for Morningstar. Many people will find themselves in what they hope will be a temporarily low tax bracket in 2020. Joining me to share some strategies for people in this situation is tax and retirement planning expert, Ed Slott.

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