Filling Your Tax Brackets with a Roth IRA Conversion – How Much Should I Convert?

by | Dec 28, 2022 | Roth IRA

Filling Your Tax Brackets with a Roth IRA Conversion – How Much Should  I Convert?




A common question I get is, “How much of my retirement should I convert to a Roth IRA?”

Everyone’s situation is unique.

However, my general advice is if you anticipate your tax rate to ⬆️, and you are currently below the 24% tax bracket, contribute as much as you can into a Roth IRA.

Once you hit the 32% tax rate, the strategy changes a bit….(read more)


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