ROTH Conversion Sweet Spot. Important Roth IRA Conversion Tax Strategy.

Roth Conversion Sweet Spot. Here are 2 gaps in the tax brackets to provide a good start to figuring out what the ideal amount to convert is.

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Disclaimer: Since we don’t know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Streamline Financial Services, LLC or its members cannot be held liable for any use or misuse of this content.

[n.r.]

Just found your channel and subscribed!

[Chris-pjos]

That was exactly the information I needed, delivered in a clear and concise manner. Thank you very much, sir.

[timstacy]

What are the chances that the tax rules will change and Roths will be taxable?

[actezla]

Don’t tax years factor in- you have till 4/15 to convert for prior calendar year?

[cm]

if you convert part of an IRA to a roth in January you retired early and not the IRS access a penalty if you dont pay the estimated taxes during the first quarter of 2021

[marykelley]

I've been slowly converting from IRA to Roth IRA, but my RMD days are fast approaching, my question is can I still continue with Roth IRA conversion in the same year after I satisfy my RMD?

[philip]

Say I have $100k position in my IRA that’s now worth $50k, if I convert that to RothIRA, does the $50k increase my income and do I pay tax on that? What happens to my capital loss !