Should I Convert IRA Assets into a Roth IRA?

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  • เผยแพร่เมื่อ 18 ธ.ค. 2022
  • The seventh most common retirement question: Should I convert IRA assets into a Roth IRA? And if so, how much and when?
    DISCLOSURES
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ความคิดเห็น • 2

  • @ron9665
    @ron9665 ปีที่แล้ว

    So you are saying to wait until I have left my career position, but before my RMDs start, to make the conversion to ROTH? How does this work out? Is it more beneficial than the traditional ROTH as you go approach? It seems like it might as long as the amount withdrawn during my conversion year(s) keeps me in a lower tax bracket. Am I limited on how much I can convert in any given year?? This sounds like win - win if I get a lower AGI while contributing to a 401k / 403b / 457b and then draw a lower amount out of my retirement funds when I retire to give me the lowest possible tax bracket.

  • @bfine1962
    @bfine1962 ปีที่แล้ว

    Is there an amount you would leave in a traditional IRA or would you convert it all to roth?