Author Topic: Roth conversion trade-off  (Read 1334 times)

Court Reporter Bob

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Roth conversion trade-off
« on: July 19, 2018, 10:59:19 AM »
Trying to find rule of thumb for how high I should raise my tax rate as a result of making Roth conversions post retirement pre social security. During my career I had 18% effective tax rate.
Pension, 44k, deductions for house 23k, SS in nine yrs 36k, RMDs in nine years 60k, assuming market does not go down, of course. Thank you!


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Re: Roth conversion trade-off
« Reply #1 on: July 22, 2018, 06:09:31 PM »
The new tax law rules out any rules of thumb. I would need more info to work up the tax consequences.