How to Evaluate a Roth Conversion for Retirement Tax Planning (Ep. 210)
Are you approaching retirement and wondering whether paying taxes on your IRA now through a Roth conversion could help reduce your future tax bill?
A Roth conversion can be an important part of retirement tax planning, but there’s no single approach that works for everyone. The timing, amount you convert, current and future tax brackets, Medicare costs, and even what you plan to leave to your children can all influence the decision.
In this episode, Larry Heller, CFP®, CDFA®, explains how Roth conversions work and what you should consider when deciding whether paying taxes today could create…
The skinny
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