Go Roth! 2015 Edition

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    dienerte
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    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.
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