Jim Guarino Quoted by CNBC About Roth IRA Conversion Taxes

Jim Guarino spoke to Kate Dore from CNBC about Roth IRA conversion taxes. He was quoted in her article, Roth IRA conversion taxes may be trickier than you expect. Here’s what to know before filing — or converting funds in 2023. “If you completed a Roth conversion in 2022, you’ll receive Form 1099-R from your custodian, which includes the distribution from your IRA, Guarino said.”

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