A Roth conversion can be a game-changer for your retirement, but it comes with a catch: the upfront tax hit. This brief quiz is designed to help you navigate that trade-off. By answering five key questions, you'll gain clarity on whether locking in today’s tax rates is a beneficial move for your specific financial situation.
Follow the links below to learn more about Roth conversions and how they impact your retirement income.
More on Roth IRAs and Conversions:
- 6 Changes to IRAs, 401(k)s and HSAs in 2026
- Roth IRAs: What They Are and How They Work
- Want to Avoid the IRMAA? Consider a Roth Conversion
- Should You Convert a Traditional IRA to a Roth after 60?
- IRA Conversion to Roth: Rules to Convert an IRA or 401(k) to a Roth IRA
- Backdoor Roth IRAs: Help Your Kids Keep More of Their Inheritance
- Roth IRA Contribution Limits for 2026
- Average IRA Balance by Age and Generation
