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Personal Investments • Roth Conversion: Mine vs. Spouse - Does it Matter?

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Have you considered that you don't need to do any more conversions?
Yes, I re-evaluate every year.
It seems like the only advantage of converting starting from a very small tIRA balance like you have now might be to maybe fill up a bracket/tier/whatever (or of course if you can do them for nearly free, such as 0-15%.)

Statistics: Posted by tibbitts — Fri Dec 13, 2024 10:34 am — Replies 31 — Views 3724



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