#141 - Determining how much Roth conversion to do in a given year

Retirement Planning Education, with Andy Panko

Andy discussed how to determine how much Roth conversion to do in a particular year (assuming you've decided Roth conversions make sense for you). He walks through how to do a current year income & tax projection, and what tax "targets" or "goals" are commonly used in determining how much conversion to do.
Links in this episode:

• DinkyTown 1040 online tax return projection tool - here
• Tenon Financial monthly e-newsletter - Retirement Planning Insights

To send Andy questions to be addressed on future Q&A episodes, email [email protected]

• Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
• YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
• Retirement Planning Education website - www.RetirementPlanningEducation.com