Kaye – With the changes that have taken place since subject book was published in 2015, do you have any plans for a new or updated version? Changes such as no recharacterizations any more, temporary reduction of federal tax rates and their possibility of increasing after 2025, etc.
I am rereading the 2015 edition again trying to see if, in our mid-80s, it really pays to do any more Roth conversions. Lots of factors to consider.
This topic was modified 10 months ago by dienerte.