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About this webinar
Roth conversions can be one of the most powerful tax moves in retirement, but they are not right for everyone. This session walks through how a conversion works, the role your current and future tax brackets play, and how to weigh the trade-offs before you act.
Presentation materials for this session are sourced from Vanguard and used for educational purposes. RetiPilot is independent and is not affiliated with or endorsed by Vanguard.
In this webinar
- How a Roth conversion works, step by step
- Why your break-even tax rate matters more than simply comparing today with tomorrow
- How brackets, IRMAA, and timing shape the outcome
- Common mistakes that turn a smart move into a costly one
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