Ask Terry Questions Roth Conversion

Roth Conversion

By Terry Savage on January 11, 2025 | Financial Planning / Retirement

At what age does it not make sense to convert from IRA to Roth
I am 81 in June.

Terry Says

It’s probably a bit late to do a Roth conversion — but please check back to my website in 10 days, because I will be posting an entire section on Roth Conversions — and a calculator to help you determine whether it makes sense!

money

ASK TERRY

a personal
finance question