Converting money from a tax-deferred retirement account to a Roth IRA can cause Medicare premiums for Part B and Part D to increase – in some cases dramatically – because Medicare premiums are tied to ...

Although everyone is different from a tax bracket standpoint, at what tax bracket does it makes sense to start converting your 401(k) into a Roth 401(k) and pay the taxes upfront? For instance, I am ...

You're right about everyone's tax situation being different. That's why we can't draw a line at a specific tax bracket and say, "Here's the point where Roth conversions make sense!" However, we can ...