Roth Conversion: Pay Taxes From Savings or IRA?
Update: 2025-09-20
Description
Retirees eye Roth conversions to dodge future tax hikes! Should they tap savings or IRA funds to pay the conversion tax? With $2M in IRAs and $11K monthly income, strategic moves now can minimize Medicare premium spikes later. Discover the tax bracket sweet spot for conversions and how RMDs change the game. Learn when to convert, when to hold, and how to align your Roth strategy with legacy goals.
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