Update on My Roth IRA Conversion – Analysis After Tax Filing
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Update on My Roth IRA Conversion – Analysis After Tax Filing
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In this episode, Shawn Terrell provides updates on his own Roth IRA conversion, which was previously discussed on Podcast Episode 95, released in January of 2025.
In this update episode, Shawn dicusses what he learned about his Roth conversion when filing his 2024 taxes and analyzes his decision to execute this tax planning strategy.
He reflects on the federal and state tax implications, the importance of accurate tax reporting, and strategies to avoid underpayment penalties.
He shares insights on planning for tax conversions and emphasizes the long-term benefits of converting to a Roth IRA, despite some unexpected challenges during the process.
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