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Are You in the Roth Conversion Zone?

Retirees younger than 70 could see benefits of a Roth conversion, but investors need to proceed with caution, says Vanguard senior investment analyst Maria Bruno.

Are You in the Roth Conversion Zone?

Christine Benz: Many investors wrestle with whether to convert their traditional tax-deferred assets to Roth. I recently chatted with Vanguard senior investment analyst Maria Bruno about considerations to bear in mind before converting.

Maria, thank you so much for being here.

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