When do Roth Conversions Break Even?
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When do Roth Conversions Break Even?
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Thinking about doing a Roth conversion but not sure if it’s worth it?
In this episode, we break down one of the most common — and most misunderstood — questions we get from clients: When do Roth conversions actually pay off? We’ll walk you through how to calculate the breakeven point, the impact of tax brackets now vs. later, and how to avoid paying unnecessary taxes in retirement.
You’ll learn:
- What affects the breakeven point on a Roth conversion
- How age, income, and timing all play a role
- Common mistakes people make when converting on their own
- When you should consider Roth conversions
Whether you’re planning ahead, or already retired and looking to reduce RMDs and taxes, this episode is for you.
Questions or topic suggestions? Email us at info@mfginvestments.com
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