06-02-2022, 08:44 PM
(06-02-2022, 04:25 PM)rayray Wrote: i know i'll be in this boat one day and will have to transfer funs from traditional ira to roth--read a little but never delved into it
is there a maximum/limit to convert??
Conversions are pretty wide open. As much as you want and as often as you want. But there are the taxes. There are other issues to consider such as income levels impacting what you pay for Medicare. That starts 2 years before eligibility so in 2025 that'll be another thing I'll have to think about.