Ask Terry Questions Rolling a 401k to a Roth at age 69

Rolling a 401k to a Roth at age 69

By Terry Savage on November 08, 2025 | Financial Planning / Retirement

Many people say I need to go ahead and start rolling a percentage of 401 to Roth , before RMDs at age 73 begin ?
What should I do ?

Terry Says

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

There are many factors to consider — including the impact on your Part B and D Medicare premiums right now. So please either use this software, or go to the site and get advice from a qualified advisor before making this decision.

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