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The Financial Samurai Podcast

The Right Marginal Income Tax Bracket To Contributing Or Converting To A Roth IRA

Mar 9, 2023
21:04

To explore whether to convert funds to a Roth IRA, check out NewRetirement. It's Roth Conversion Explorer tool enables you to test out your Roth IRA conversion plan under various tax and wealth scenarios. I recommend you check it out to help you minimize taxes for the future.

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Episode Summary:

Are you thinking about contributing or converting tax-deferred funds into a Roth IRA? Let me share some math and some reasons why and why you shouldn't contribute. 

Posts mentioned:

Shifting Assets From Tax-Deferred To Tax-Now Retirement Vehicles

Disadvantages Of A Roth IRA

Why I Never Contributed To A Roth IRA But Why You Probably Should

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