PFR Nation,
It’s the most wonderful time of the year…
You guessed it…it’s ROTH CONVERSION time! 😊
In all seriousness, Happy Thanksgiving all of you! Wishing you a wonderful start to the holiday season.
Roth Conversions are a hot topic in our business at the end of the year, so I thought I’d do a video about some common tax traps every day retirees run in to as they are converting assets to Roth. I hope you find it useful!
Let me know if there are any other tax traps you can think of.
Also, drop a comment…do you plan to convert your IRA to Roth during your Roth Conversion window?! I would love to hear from you.
-Kevin
Resources mentioned:
- The ACA Premium Tax Credits Are Changing in 2026 (video)
- 7 Reasons NOT to convert your IRA to Roth (episode)
Are you interested in working with me 1 on 1?
You can start with our Retirement Readiness Questionnaire linked on our website, so we can learn more about how we can help in your journey to and through retirement.
Connect with me here:
Or, visit my website
This is for general education purposes only and should not be considered as tax, legal, or investment advice.
