Reply To: Roth Conversion

Home Fairmark Forum Retirement Savings and Benefits Roth Conversion Reply To: Roth Conversion

#8347
haroldml
Participant

Thanks for your thoughtful analysis. If I do the conversion, 85% of our social security will be taxable but if I don’t do the conversion, income will be much lower so taxes on social security will be lower. Currently, we’re in the 12% tax bracket.

Regards,

Harold