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Gerelyn Terzo • Aug 23, 2026
The $4.2 Million Couple Left New York to Save on Roth Conversions. One Medicare Bill Followed Them to Florida.
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He Sold Nothing in the 2022 Crash. He Swapped Into a Similar Fund for a Week, Booked $90,000 of Losses, and Hasn’t Paid Capital-Gains Tax Since.
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