EPISODE · Jun 4, 2026 · 1H 18M
#207 – Roth conversion analysis: more than meets the eye
from Retirement Planning Education, with Andy Panko · host Andy Panko
Andy discusses the various areas of consideration and analysis that go into deciding whether Roth conversions might potentially be of value. Furthermore, he explains why it's impossible to actually quantify how much tax savings, if any, Roth conversions might potentially create. And what to consider when figuring out how much to convert in any given yearLinks in this episode:Vanguard's "Break Even Tax Rate" Roth conversion analysis white paper - hereTenon Financial's June 2026 Newsletter/blog - Roth conversion analysis: more than meets the eyeTenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.comTo send Andy questions to be addressed on future Q&A episodes, email [email protected]
What this episode covers
Andy discusses the various areas of consideration and analysis that go into deciding whether Roth conversions might potentially be of value. Furthermore, he explains why it's impossible to actually quantify how much tax savings, if any, Roth conversions might potentially create. And what to consider when figuring out how much to convert in any given year Links in this episode: Vanguard's "Break Even Tax Rate" Roth conversion analysis white paper - hereTenon Financial's June 2026 Newsletter/...
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#207 – Roth conversion analysis: more than meets the eye
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