Category

Roth Conversions

How conversions are taxed, why timing matters, and where the tradeoffs usually come from.

• What is a Roth conversion

  What a Roth conversion is, how it is taxed, and when it may or may not make sense.

• Roth Conversions: Why Timing Drives the Outcome

  A Roth conversion is not just a tax event. It is a timing decision about when income is recognized and which future pressures you are trying to reduce.