Ask Terry Questions Traditional IRA rollover to Roth

Traditional IRA rollover to Roth

By Terry Savage on February 20, 2025 | Financial Planning / Retirement

I have an Vanguard account with approximately $65k. It is a self monitored account which I haven’t touched in years. I turn 73 in 2 years. I’m currently retired, yearly income is about $45k. Is it worth my while moving this Traditional account into a Roth?
I love listening to you on WGN radio. Thanks for your advise.

Terry Says

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

Take special note of the potential impact on your Medicare Part B and D premiums!

money

ASK TERRY

a personal
finance question