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Kiplinger
Kiplinger
Business
Joy Taylor

Should You Do A Roth IRA Conversion? Nine Things to Consider

Roth IRA circled in red pencil, with IRA text.

Getting the right tax advice and tips is vital in the complex tax world we live in. The Kiplinger Tax Letter helps you stay right on the money with the latest news and forecasts, with insight from our highly experienced team (Get a free issue of The Kiplinger Tax Letter or subscribe). You can only get the full array of advice by subscribing to the Tax Letter, but we will regularly feature snippets from it online, and here is one of those samples…

Are you thinking of converting your traditional IRA to a Roth IRA? Now might be a good time to consider it. But before you pull the switch, there are lots of factors you will want to consider when it comes to Roth conversions, ranging from the possibility of future tax rate changes to whether the conversion will subject you to higher Medicare premiums and everything in between. Below, we discuss nine important factors to keep in mind when deciding to do a Roth conversion.

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