Expert insight

To convert or not to convert your IRA: A “BETR” way to decide

March 15, 2022

What is the break-even tax rate (BETR)?
How to use the single-figure break-even tax rate to decide if a Roth conversion is the best choice
Expected future tax rate space less-than sign space BETR space equals sign space no conversion
How to lower the BETR
Other often-overlooked considerations
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