Should I Consider Doing a Roth Conversion? [New for 2021]
Understanding how to get tax free income in retirement is crucial for families who want financial security. But, knowing whether or not you should convert your money to a Roth IRA can be overwhelming.
This FREE flowchart addresses some of the major decision points to help guide you through making the right decision for your Roth conversion updated for 2021.
This flowchart will walk you through:
Changes in marginal tax rates for individuals (or their heirs)
Ability to pay the associated tax with cash outside the retirement account
Five-year rule implications
Impact of income-based programs (IRMAA)
Download our FREE Cheat Sheet and find out if a Roth conversion is right for you.
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