Talk of The Villages Florida - View Single Post - IRA to ROTH and taxes on SS
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Old 06-25-2017, 09:41 AM
Villageswimmer Villageswimmer is offline
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Quote:
Originally Posted by Bogie Shooter View Post
Always listen to arm-chair financial advisor quarterbacks.............

No one should make financial decisions based on posts here. However, posts may stimulate one to investigate further to verify information and see how it relates to their personal circumstances. This kind of discussion can be helpful.

Roth conversions carry a number of complex ramifications. Much info can be found at irs dot gov as well as the boglehead site.

The post wrt medical expenses is one such issue to be considered and illustrates the case for tax diversification.

The Roth conversion decision is not one size fits all.