Should I Consider Doing a Roth Conversion?

Reference Guides
Written By Calvin Jung

This flowchart addresses some of the major decision points to help guide you through:  

  • Changes in marginal tax rates (or your heirs)  

  • Ability to pay the associated tax with cash outside the retirement account  

  • Five-year rule implications  

  • Impact of income-based programs (IRMAA) 

Calvin Jung
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