The Wealth, Well-Ordered Blog
Practical insights, timeless truths, and real-life situations to help you align your wealth with what matters most.
When Roth Conversions Make No Sense
Mar 11, 2025
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The benefits of Roth IRAs are undeniable: earnings and withdrawals are tax-free, and there are no required minimum distributions (RMDs). However, converting your traditional IRA to a Roth isn’t always right. In some situations, it could even be a costly mistake.
Should You Convert to a Roth IRA?
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