Ask an Advisor: I Want to Roll Over $60k to a Roth, But Need Help Tax Planning. Can I Offset Part of My Tax Bill By Donating Some of the Money?

May 7, 2025 - 21:03
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Ask an Advisor: I Want to Roll Over $60k to a Roth, But Need Help Tax Planning. Can I Offset Part of My Tax Bill By Donating Some of the Money?