Mar 05 2025 52 mins 60
Andy discussed how to determine how much Roth conversion to do in a particular year (assuming you've decided Roth conversions make sense for you). He walks through how to do a current year income & tax projection, and what tax "targets" or "goals" are commonly used in determining how much conversion to do.
Links in this episode:
- DinkyTown 1040 online tax return projection tool - here
- Tenon Financial monthly e-newsletter - Retirement Planning Insights
To send Andy questions to be addressed on future Q&A episodes, email [email protected]
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Retirement Planning Education website - www.RetirementPlanningEducation.com
