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#637 Roth Conversions: How much to convert episode artwork

Sep 18, 2026 15 min

#637 Roth Conversions: How much to convert

from Main Street Business Hosted by Mark J Kohler and Mat Sorensen

Ready to put your Roth conversion strategy into action? KKOS Lawyers can help you evaluate the tax and legal strategy behind your retirement plan, while Directed IRA can help you establish and manage the self directed retirement accounts needed to execute it. Talk with KKOS Lawyers: Book a Free Client Advisor Call Learn more about Self Directed IRAs with Directed IRA: Book a Free Client Account Call Ready to Take the Next Step? Work With Mat & Mark’s Law Firm Get strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers. [Book a Call with KKOS Lawyers] Take Control of Your Retirement Want to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA. [Learn More About Directed IRA] Free Resources Mat Sorensen’s Optimal Order of Investing Guide Learn how to prioritize where your money should go and build a smarter investing strategy. [Download the Free Guide] Mark J. Kohler’s 30-Point Tax Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide] Get More From Mat & Mark Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...

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What this episode covers

Ready to put your Roth conversion strategy into action? KKOS Lawyers can help you evaluate the tax and legal strategy behind your retirement plan, while Directed IRA can help you establish and manage the self directed retirement accounts needed to execute it. Talk with KKOS Lawyers: Book a Free Client Advisor Call Learn more about Self Directed IRAs with Directed IRA: Book a Free Client Account Call Ready to Take the Next Step? Work With Mat & Mark’s Law Firm Get strategic legal guidance ...

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#637 Roth Conversions: How much to convert

0:00 15:45

Chapters

  1. 0:00 Welcome And The Roth Question
  2. 0:45 Why Roth Wins Long Term
  3. 3:19 How To Pick Your Conversion Amount
  4. 3:51 Tax Brackets And The Sweet Spot
  5. 6:16 Chunking To Avoid Higher Rates
  6. 8:20 Offsetting Conversions With Deductions
  7. 12:08 Hidden Costs Beyond Tax Brackets
  8. 14:02 Deadlines Backdoor Roth And Wrap

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How long is this episode of Main Street Business?

This episode is 15 minutes long.

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This episode was published on September 18, 2026.

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