#141 - Determining how much Roth conversion to do in a given year

Andy discussed how to determine how much Roth conversion to do in a particular year (assuming you've decided Roth conversions make sense for you). He walks through how to do a current year income & tax projection, and what tax "targets" or "goals" are commonly used in determining how much conversion to do. Links in this episode: DinkyTown 1040 online tax return projection tool - hereTenon Financial monthly e-newsletter - Retirement Planning Insights To send Andy questions to be addres...