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3 IRA Moves to Make Now if You're Planning to Retire in 2027

Check these items off your list before your time in the workforce ends.

  • Contribute $7,500-$8,600 annually to IRA for retirement cushion.
  • Shift IRA assets to conservative mix of dividend stocks before 2027.
  • Consider Roth conversion to tax-free growth and avoid RMDs.

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