Ask Terry Questions Roth conversion?

Roth conversion?

By Terry Savage on July 18, 2025 | Financial Planning / Retirement

the one big beautiful bill act, i am already in the rmd phase, is this a good time to rollover my 401k into a roth

Terry Says

Read this: https://www.terrysavage.com/roth-conversions-2/

This is the ONLY way to figure out if a Roth Conversion makes sense!

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