Balanced Wealth Strategies

The Roth Conversion Window: Reducing Your Own Lifetime Tax Before Your RMDs Decide It For You

Mark J. Burger, CPA / August 24, 2026

Required minimum distributions can keep a large traditional IRA taxed for the rest of your life. Part One of a three-part series looks at how a measured Roth conversion strategy under 2026 tax law may reduce your own lifetime tax.

Tax & Estate Planning

Roth Conversion: Proven Strategies to Protect Your Retirement, Maximize the $6,000 Senior Deduction, and Avoid Catastrophic NIIT Penalties Forever (2025-2028)

Mark J. Burger, CPA / November 10, 2025

Roth Conversion Strategies. The One Big Beautiful Bill Act signed into law in July 2025 has created a four-year window

Balanced Wealth Strategies

The Roth Conversion Window: Reducing Your Own Lifetime Tax Before Your RMDs Decide It For You

Roth Conversion: Proven Strategies to Protect Your Retirement, Maximize the $6,000 Senior Deduction, and Avoid Catastrophic NIIT Penalties Forever (2025-2028)

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