Episode 75: Mary from Park Ridge asks: “Should I convert to a Roth before the tax rates go up?”

Get on our phone calendar at https://TuckerRetirement.com.   Mary is 62 and planning to retire in the next few years.   She’s hearing constant talk about rising tax rates and is wondering if now is the time to start converting portions of her IRA to a Roth.   She’s concerned about paying taxes today versus the risk of paying more later—and wants to know how to think through timing, tax brackets, and whether partial conversions make sense.   Watch this podcast on YouTube at https://TuckerYouTube.com.