I want to do three Roth conversions in the next three years before I turn 73 in 2027 so that my beneficiary doesn’t have to deal with taxes. If I should die soon after the last conversion ...
Since the IRS does not limit the number of Roth conversions a person can do, this type of strategy could make sense in unique situations. Time can also be a drawback for some. I’ve established that ...
and conversion volume. You’ll typically want to do this as you reduce the CPA or increase ROAS (both of which can suffer when conversions dip) while staying within budget. Seeing a dip in ...