The Right Marginal Income Tax Bracket To Contributing Or Converting To A Roth IRA
The Financial Samurai Podcast · Sam Dogen, Financial Samurai
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Show Notes
To explore whether to convert funds to a Roth IRA, check out NewRetirement. It's Roth Conversion Explorer tool enables you to test out your Roth IRA conversion plan under various tax and wealth scenarios. I recommend you check it out to help you minimize taxes for the future.
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Episode Summary:
Are you thinking about contributing or converting tax-deferred funds into a Roth IRA? Let me share some math and some reasons why and why you shouldn't contribute.
Posts mentioned:
Shifting Assets From Tax-Deferred To Tax-Now Retirement Vehicles
Why I Never Contributed To A Roth IRA But Why You Probably Should