243: You Have a Million-Dollar IRA. Is a Roth Conversion Worth It?
If you have a large IRA balance and retirement is getting closer, your tax bill may be bigger than you expect. This episode breaks down why taxes catch so many retirees off guard and what you can do about it now.Ready to take your next step in retirement planning? Schedule a RetireReady Call at https://bit.ly/3Sy2vxlDownload your copy of the Retiring Today Magazine at https://bit.ly/4nDw5eELoren Merkle, Molly Nelson, and Chawn Honkomp walk through a hypothetical example of a 62-year-old with a $1 million IRA to show how an intentional Roth conversion strategy can reduce their total tax bill…
The skinny
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