Ask Terry Questions Traditional IRA Conversion to Roth

Traditional IRA Conversion to Roth

By Terry Savage on March 23, 2025 | Financial Planning / Retirement

Can you tell me what this looks like, potential tax liability, and does this prevent you from making a Roth contribution the year you convert the traditional to Roth?

Terry Says

Please read this: https://www.terrysavage.com/roth-conversions-2/

This is a far more complicated decision than it appears. I urge you to go through the Maxifi program and get personalized, specific advice on your situation.

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