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Jonathan Thomas Discusses 401(k) Conversions with Kiplinger

LVW Advisors Private Wealth Advisor Jonathan Thomas, CFP®, recently shared insights with Kiplinger about converting a traditional 401(k) to a Roth 401(k). Emphasizing the importance of evaluating the future impact of tax rates, Jonathan noted that converting may be beneficial if you expect to be in a higher tax bracket during retirement.

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