The Surprising Truth About Roth Conversions
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The Surprising Truth About Roth Conversions
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2025 adds a $6k senior deduction, but Roth conversions count as income and can erase it. Plan your tax strategy now. | Craig Wear
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2025 adds a $6k senior deduction, but Roth conversions count as inc…
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Finding Your Optimal Roth IRA Conversion Strategy
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Finding Your Optimal Roth IRA Conversion Strategy
4K viewsAug 31, 2022
YouTubeCraig Wear, CFP®
Are you doing any of these? If so, you may be making a HUGE mistake with your Roth conversion strategy. Do you stop conversions at the peak of your tax bracket? Are you holding back due to Medicare income thresholds? Waiting to retire before you start conversions? Avoiding conversions to dodge the tax hit now? Time to Bust Some Myths! A lot of what you've heard about Roth conversions might be steering you wrong. Here's the Real Scoop: Outdated Advice Alert: Stopping at your tax bracket peak? Tha
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Are you doing any of these? If so, you may be making a HUGE mista…
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