Ask Terry Questions Roth conversion

Roth conversion

By Terry Savage on April 09, 2025 | Financial Planning / Retirement

With the market dropping severely, is this a good time for a Roth conversion, since a larger percentage of my IRA will converted? More bang for my tax buck, so to speak…

Terry Says

Well, you’d certainly hate it if you converted and paid taxes while the market was at its peak!
But for detailed advice about the impact, and future benefits of a Roth, please read this:
https://www.terrysavage.com/roth-conversions-2/

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