Should You Convert Your Pre Tax IRA to a Roth?
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Should You Convert Your Pre Tax IRA to a Roth?
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Could $600,000 in a Roth IRA be worth more to you than $1 million in a traditional IRA? The answer starts with looking beyond your account balance to what you actually keep after taxes.
In this episode of Planning Made Simple, we explore whether you should convert your pretax IRA to a Roth—and why the conversation goes beyond saving money on this year’s tax return. The team discusses lifetime tax planning, required minimum distributions, conversion timing, and the difference between pretax wealth and spendable retirement income.
Using a hypothetical $1 million IRA example, we unpack the hesitation many investors feel about paying conversion taxes today. We also discuss how retirement withdrawals can interact with Social Security and Medicare costs, how Tax Map models different planning scenarios, and why your decisions can affect the legacy you leave your family.
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What’s your biggest question about Roth conversions? Leave it in the comments.
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