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Money and Finances
Reply to "Roth Conversion later in life, near retirement"
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[quote=Anonymous]Thanks for your response. Yes it is super complicated and the more I look into it the more I discover additional “ things to consider “. One consideration is that if current tax rates go up in 2026, we would be better off taking care of the conversion this year or next year. However we are still 5-6 years away from retirement and our overall balances are not where they need to be so it feels scary to convert and pay a big tax bill. Otoh if tax rates do go up in 2026, it makes the Potential tax bills once RMDs begin quite painful. [/quote]
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