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Roth conversion planning in 2023

Apr 21, 2023 · 11 min listen

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With the introduction of the SECURE 2.0 Act, the landscape for Roth conversions has evolved, especially considering the change in the age for required minimum distributions (RMDs) to 75, beginning in 2033.

The decision to convert to a Roth account has always hinged on understanding tax brackets, the availability of outside funds to cover the tax on the conversion, and the benefits of deferral.

Changes brought by the SECURE 2.0 Act require a fresh look at Roth conversion strategies.

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