The Roth Conversion Window Worksheet
Finding the window, and working out how much, not whether
If you have a large pre-tax retirement balance and have stopped, or are about to stop, working.
What is inside
- Finding the years in your window
- How to size a conversion by bracket
- Where the tax on it should come from
- The pro-rata rule, the five-year clock, and why it cannot be undone
Enter your email address below and the guide is yours.
General educational information, not tax advice. Reading it does not create a client relationship.