$2M IRA—Why I'm NOT Converting to Roth (Even If You Were Told You Should)
Free Ultimate Retirement Guide ➡️ https://motionretirement.com/g/2m-not Interested in Working Together? ➡️ https://motionretirement.com/s/2m-not In this video: • Why converting a $2M IRA to Roth can cost more than skipping it entirely • How pension and Social Security income close the low-bracket conversion window • The $50,000 mistake people make when converting at 32% to avoid 22% RMDs • Three situations where Roth conversions still flip from wrong to right CHAPTERS 0:00 Introduction 1:43 When A Roth Conversion Actually Makes Sense 3:09 Mark's Tax Bracket Math At 65 4:49 The $50,000 Roth Conversion Mistake 6:23 How To Pay The Roth Conversion Tax Bill 7:44 3 Situations Where Roth Conversion Still Wins What actually changes for the surviving spouse — the bracket halving is only the first of five: ➡️ https://motionretirement.com/insights... --- Motion Retirement is an educational media brand. Content is for informational purposes only and does not constitute personalized financial, tax, or legal advice. Full disclaimer: https://motionretirement.com/#disclaimer Josh Rendler, CFP® | Partner at Define Financial | Financial planning for retirees.
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