Business

Refinancing and Tax Strategies

Updated 2026-06-30 14:10 UTC 1 source Neutral

Financial experts discuss strategies for reducing the tax impact of Required Minimum Distributions, including the potential drawbacks of Roth conversions.

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MarketWatch

Will this refinancing strategy reduce the tax bite from RMDs?

Sometimes, a Roth conversion may not be a good strategy.

2026-06-30 14:00 UTC