For those who retire early, Roth conversions are often one of the most effective tax-planning tools available. By moving money from a traditional IRA into a Roth IRA during lower-income years, retirees can potentially reduce future taxes and gain more control over their retirement income.

However, many early retirees focus on one question: How much should I convert? A better question may be: When should I stop converting?

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This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you. Disclosures: https://onedegreeadvisors.com/solutions/#disclosures