Annetta Carter discusses various topics related to retirement planning. She starts by mentioning the upcoming changes to the tax code and the potential benefits of doing a Roth conversion before 2026. Annetta emphasizes the importance of working with a professional to determine the optimal amount to convert each year based on individual tax situations. The conversation also touches on the need for a mid-year financial checkup, including reviewing investments, considering catch-up contributions for those over 50, and discussing market sentiments with a financial advisor.

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