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SECURE 2.0, FIRE, Tax Arbitrage & Roth Retirement Spitball - 415

Your Money, Your Wealth

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Is There a Roth Conversion?

The Secure Act 2.0 was passed on December 23, 2022 - eight days before the year end for the first time. It's going to be three years before most employers figure this stuff out. If you would normally do a Roth conversion in this tax year because of your tax brackets, then this is a great idea. Very few companies have this right now. I don't think most companies will have this by the end of the year.

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