Should You Convert to a Roth IRA?
The 3 Questions You Must Answer
Your Traditional IRA might be the worst asset to own in retirement—unless you have a tax-smart plan.
Roth conversions can save you thousands, but only if you do them right. In this video, Ed Slott, CPA, and his team of IRA Experts walk you through the three key questions that determine whether a Roth conversion is right for you — and how to do it without triggering unnecessary taxes or penalties.
What You’ll Learn
- When a Roth conversion makes sense—and when it doesn’t
- The 3 critical questions: When? What? and Where?
- How to minimize your lifetime tax bill using Roth conversion strategies
- Why timing is everything: how 5-year rules, RMDs, and IRMAA surcharges impact your strategy
- Hidden pitfalls to avoid (including penalties for younger IRA owners)
This Video is Perfect For
Retirees and near-retirees who want to reduce future tax burdens
Anyone with a Traditional IRA concerned about RMDs
Individuals considering a legacy plan for their heirs
On-Demand Video Course | ~32 Minutes | Instant Access
Led by Ed Slott, CPA, and the Ed Slott and Company team of IRA Experts.
Each session is short, focused, and actionable — designed to save you thousands without wasting a minute of your time.
LIMITED TIME OFFER
This session is part of Ed Slott and Company’s Complete Retirement Tax-Saving Toolkit —
2 hours of retirement tax-saving strategies valued at $588. Get all 4 courses today for just $297.
— or —
Prefer just this session? Add it to your cart for $147.