Spitballing Retirement Planning in Your 40's & 50's - 397
Your Money, Your Wealth
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Roth Conversions in a Down Market?
It seems a good rule of thumb to do Roth conversions when possible to the top of the marginal tax bracket you expect to be during retirement. After 2025, the Congress targeting Roth account options is clearly a great opportunity to maximize Roth conversions. Does it ever make sense to pull the trigger on larger Roth conversions in a substantially down market? If so, is there a rule of thumb? How far down in the market to then convert how far up?
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