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Personal Investments • When should I convert to Roth, if at all?

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Good question(s). The extent to which you "should" model all (reasonably) possible future combinations of tax law, investment returns, personal situation, etc., vs. making one best guess, to guide what to do this year, may be mostly a matter of taste.
Yep, probably some no brainers, like convert thru lower tax brackets. Then it seems to get into sketchy waters after 22/25% bands are filled.

Statistics: Posted by Wannaretireearly — Wed Oct 23, 2024 12:24 am — Replies 132 — Views 15899



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