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Episode 54: Should you do Roth conversions now or wait for Congress?
With the One Big Beautiful Bill Act extending some tax breaks but letting others expire in 2026, many retirees are asking the same question Michael poses in today’s episode:
Should I do Roth conversions now, or wait to see what Congress does next year?
Scott breaks down what’s likely to change when current tax rates sunset, how those changes could impact your retirement income and estate plans, and the key factors to consider before you convert IRA or 401(k) money to Roth accounts.
Listen in for a clear, practical discussion about timing, tax law uncertainty, and how to build flexibility into your retirement plan for whatever Washington does next.
Get on our phone calendar, for free, at TuckerRetirement.com.
Should I do Roth conversions now, or wait to see what Congress does next year?
Scott breaks down what’s likely to change when current tax rates sunset, how those changes could impact your retirement income and estate plans, and the key factors to consider before you convert IRA or 401(k) money to Roth accounts.
Listen in for a clear, practical discussion about timing, tax law uncertainty, and how to build flexibility into your retirement plan for whatever Washington does next.
Get on our phone calendar, for free, at TuckerRetirement.com.
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By Scott TuckerWith the One Big Beautiful Bill Act extending some tax breaks but letting others expire in 2026, many retirees are asking the same question Michael poses in today’s episode:
Should I do Roth conversions now, or wait to see what Congress does next year?
Scott breaks down what’s likely to change when current tax rates sunset, how those changes could impact your retirement income and estate plans, and the key factors to consider before you convert IRA or 401(k) money to Roth accounts.
Listen in for a clear, practical discussion about timing, tax law uncertainty, and how to build flexibility into your retirement plan for whatever Washington does next.
Get on our phone calendar, for free, at TuckerRetirement.com.
Should I do Roth conversions now, or wait to see what Congress does next year?
Scott breaks down what’s likely to change when current tax rates sunset, how those changes could impact your retirement income and estate plans, and the key factors to consider before you convert IRA or 401(k) money to Roth accounts.
Listen in for a clear, practical discussion about timing, tax law uncertainty, and how to build flexibility into your retirement plan for whatever Washington does next.
Get on our phone calendar, for free, at TuckerRetirement.com.