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Quantifying the Financial Benefits of Roth Conversions
Presented by Joe Elsasser, CFP®,

This session featured Joe Elsasser, CFP® using case studies to amply how converting dollars from a traditional IRA into a Roth IRA can be an incredibly effective tax technique for many retirees. PLUS, a conversion can reduce Medicare premiums for higher wage earners and future taxable Social Security benefits. AND Roth IRAs have no RMD requirements!

Key takeaways: 

  • You can optimize low tax bracket years
  • Coordinating with Social Security benefits is important
  • This strategy warrants and ANNUAL review

 

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