Should You Do a Roth Conversion? 9 Key Questions to Ask First
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YouTubeErin Talks Money
Should You Do a Roth Conversion? 9 Key Questions to Ask First
00:00 - Intro 00:32 - 1. Am I taking Social security? 02:11 - 2. Am I in a lower tax bracket now than I will be later? 03:43 - 3. Do I have room left in my current tax bracket? especially the 12% or 22% 05:38 - 4. Am I trying to reduce future RMDs? 07:14 - 5. Will my heirs be in a higher tax bracket than me? 08:45 - 6. Will this push me over a ...
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2026 Roth Conversion Rules
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