Know Before You Convert

Learn how Roth conversions work, when they may be appropriate, and the key tax considerations to evaluate before making a decision.

Written by retirement planning professionals

Designed for pre-retirees and retirees with significant retirement savings

Educational. No obligation.

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Who This Guide Is For

This guide was written for people who are approaching retirement or already retired and want to better understand how Roth conversion strategies may fit into their overall retirement and tax planning.

It may be especially helpful if you:

  • Are within 10 years of retirement or recently retired
  • Have accumulated meaningful retirement savings in traditional IRAs or employer-sponsored retirement plans
  • Expect your taxable income to change in retirement
  • Are concerned about the impact of future taxes on your retirement savings
  • Want to better understand when a Roth conversion may or may not be appropriate
  • Are looking for ways to coordinate tax planning with your broader retirement strategy

This guide is specifically written for individuals—generally between ages 55 and 70—who are entering or navigating retirement and want to make more informed decisions about managing retirement assets and potential tax implications.