A $3.6 Million IRA and the Ten-Year Window: An Illustrative Roth Conversion Case Study
A hypothetical case study: how a measured Roth conversion turned a $3.6M IRA’s forced-distribution tax into a far larger tax-free legacy. Illustrative.
RMD
The Roth Conversion Window: Reducing Your Own Lifetime Tax Before Your RMDs Decide It For You
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.