Is High Inflation a Good Time for Roth IRA Conversions?

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Tax and IRA expert Ed Slott says there’s a small positive with higher inflation: greater Roth conversion opportunities.

00:00 Introduction

00:20 How Does the Inflation Rate Affect Tax Brackets?

01:19 Converting From a Traditional IRA to a Roth IRA Within Your Tax Bracket

04:56 Can Accelerating IRA Withdrawals Reduce Your RMD-Subject Balance?

07:12 ‘Tax Bracket’ vs. ‘Tax Rate’



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Really good. I like that these Morningstar vids are just as long as they need to be, but no longer. There's no effort to make it a full half-hour. Plus, very good guests. BTW, when thinking about marginal tax rates don't forget to also consider IRMAA.

GMPO