#141 - Determining how much Roth conversion to do in a given year

Retirement Planning Education, with Andy Panko
06/03/2025 52 min
#141 - Determining how much Roth conversion to do in a given year

Listen "#141 - Determining how much Roth conversion to do in a given year"

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Episode Synopsis

Andy discussed how to determine how much Roth conversion to do in a particular year (assuming you've decided Roth conversions make sense for you). He walks through how to do a current year income & tax projection, and what tax "targets" or "goals" are commonly used in determining how much conversion to do.Links in this episode:DinkyTown 1040 online tax return projection tool - hereTenon Financial monthly e-newsletter - Retirement Planning InsightsTo send Andy questions to be addressed on future Q&A episodes, email [email protected] group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

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