Bogleheads® Conference 2024 Roth Conversion Deep Dive with Mike Piper

Mike Piper discusses the effects of Roth conversions, what goals conversions are likeliy and unlikely to achieve, and how conversions fit into a broader overall retirement tax plan.
Chapters:
0:00 Introduction
0:23 What is a Roth conversion?
0:59 Agenda: 3 topics to cover
1:40 Effects of a Roth conversion
2:25 Effect #1: Pay Tax Now Instead of Later
13:05 Effect #2: Use taxable dollars to buy more Roth space
23:35 Effect #3: Reduce future RMDs and resulting tax drag
28:29 What Goals Are Roth Conversions Likely to Achieve?
35:10 How Do Roth Conversions Fit Into an Overall Retirement Tax Plan?
40:36 Audience Q&A
Recorded on September 28, 2024.
The complete Bogleheads 2024 Conference Proceedings can be found at boglecenter.ne...
Bogleheads University 2024 is split into two tracks: Bogleheads 101 Investing Fundamentals and Bogleheads 501 Advanced Topics.
The Bogleheads University Courses can be found at boglecenter.ne.... Slides and transcripts are also available.
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