Today I’m tackling part two of our 2-part series on Roth conversions.
Specifically, I’m sharing:
- How to determine if a Roth conversion makes sense
- A Roth conversion case study
- Common mistakes + pitfalls to avoid
If you’re ready to master Roth conversions and take control of your tax bill, you’re going to love today’s episode.
How to Listen to Today’s Episode
Episode Links & Resources:
- Retired or Close to It? Need a Retirement + Tax Analysis?
- Roth Conversions Part 1: What, How, Why
- Medicare IRMAA 2022 Tax Brackets [Updated!]
- Taxation of Social Security Benefits
- Donor-Advised Funds
- Qualified Charitable Contributions (QCDs)
- Projecting Your Future RMD