Episode 181: Are You Too Old for a Roth Conversion?

Is now the right time to do a Roth conversion? David talks about which questions to ask before making the move.

 

What we discuss on this episode:

1:53 - Am I too old for a Roth conversion?

3:52 - What’s my tax rate?

9:07 - When will I start to need money from my IRA?

11:07 - Do I have non-IRA money to pay the tax?

15:19 - Taxes are low now but 2025 is right around the corner.

 

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