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Roth Conversions

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Want to pay less tax in retirement?


Roth Conversions allow you to move money from a Traditional IRA to a Roth IRA on your terms — not the IRS’s.


Inside this guide, you'll learn:


  • How Roth Conversions work
  • How to calculate the tax cost
  • The 5-year rule
  • IRMAA and Medicare premium effects
  • How RMDs can trap you in higher taxes
  • Why converting early often saves tens of thousands
  • Real examples and easy explanations


A perfect educational tool for retirees, beneficiaries, tax preparers, and financial professionals.


You will get a PDF (104KB) file