Episode 73: Angela from Lincoln Square asks: “Should I Convert My IRA to a Roth Before Taxes Go Up?”

Angela from Lincoln Square has been hearing a lot about Roth conversions and is wondering whether she should convert part of her traditional IRA before future tax rates potentially rise.    Scott explains how Roth conversions work, when they can make sense, and when they can backfire.    He also covers the importance of timing, tax brackets, and how converting too much in one year could trigger unintended tax consequences.   Get on Scott’s phone calendar, for free, at TuckerRetirement.com.    Watch this podcast episode at TuckerYouTube.com.