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Will taxes be higher now or later? That is the big question that needs to be answered when deciding whether clients should convert their traditional IRAs to Roths. Fortunately, there are several strategies that can hedge a conversion now and mitigate the short-term tax hit.
On occasion, it makes sense to pay the penalty if the end result increases clients’ assets. A case study of a young couple saving for retirement shows that for them, the penalty is a small price to pay for building a bigger nest egg.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025