In today's video, you'll learn when Roth Conversions do make a ton of sense and when they don't!

Roth conversions can make a ton of sense if you have significant RMDs.
Roth conversions can make a ton of sense if you'll be in a higher tax bracket than where you are today.
Roth conversions can make a ton of sense v. healthcare subsidy planning in certain situations.

Roth conversions do NOT make sense if you will be in a lower tax bracket in the future.
Roth conversions do NOT make sense if you don't have significant RMDs.

There's a whole lot more to this, but this scratches the surface to simplify it for you.

Timestamps:
00:00 Introduction
2:32 Roth Conversion Basics
6:16 Tax Bomb Bracket
6:20 Roth Conversion Example
9:49 When To Not Do Roth Conversions
11:55 Sample Plan
13:45 Nontraditional Ways of Decreasing RMDs

Ari Taublieb, CFP®, MBA is the Vice President of Root Financial Partners (Fiduciary).

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