Roth Conversions in your 60's

If you are in your 60's and thinking about doing a Roth conversion, then there are several things to consider. How will you pay the tax on the conversion, will it put you in a higher tax bracket, will the amount cause you to lose a subsidy on an ACA health insurance plan, will it cause your Medicare part B and D premium to increase, and how long will it be before you will need the money?
Proper planning is essential, especially if you are in your 60's!

Helping you to be wise with your money!
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