An Example of When a Roth Conversion Makes Sense – Case Study – Cravitz Financial & Insurance Solutions

An Example of When a Roth Conversion Makes Sense – Case Study

A part of building an efficient retirement plan is to identify ways to potentially reduce taxes. I call this tax forward planning. Instead of focusing on ways to reduce your taxes for this year or last it's about how to reduce your taxes over the next few decades of your life to maximize your income. One thing to consider is whether it makes sense for you to do a Roth conversion and if so how much and in what years should you plan to do the conversion.

In this video I show a specific example (case study) of a hypothetical couple so you can see what the potential positive impact could be to doing a Roth conversion.


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