Latest / Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
So You’ve Decided To Do A Roth Conversion… Now What?
So you’ve decided to do a Roth conversion… now what?
Most Roth conversion conversations focus on whether you should do one. But the long-term value often comes from how the strategy is actually implemented.
In this episode, Tyler Emrick, CFA®, CFP® walks through the overlooked decisions that can materially impact the outcome of a Roth conversion strategy.
Topics include:
When to complete a Roth conversion
Whether to spread conversions throughout the year
Tax bracket management and conversion timing
Why recharacterizations no longer being available matters
How to pay Roth conversion taxes…
The skinny
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