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Retirement Planning Education, with Andy Panko · June 4 · 1 hr 18 min

#207 – Roth conversion analysis: more than meets the eye

Andy discusses the various areas of consideration and analysis that go into deciding whether Roth conversions might potentially be of value. Furthermore, he explains why it's impossible to actually quantify how much tax savings, if any, Roth conversions might potentially create. And what to consider when figuring out how much to convert in any given year Links in this episode: Vanguard's "Break Even Tax Rate" Roth conversion analysis white paper - here Tenon Financial's June 2026 Newsletter/blog - Roth conversion analysis: more than meets the eye Tenon Financial monthly e-newsletter - Retirement Planning Insights Facebook group - Retirement Planning Education (formerly Taxes in Retirement) YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified) Retirement Planning Education website - www.RetirementPlanningEducation.com To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com

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Andy discusses the various areas of consideration and analysis that go into deciding whether Roth conversions might potentially be of value. Furthermore, he explains why it's impossible to actually quantify how much tax savings, if any, Roth conversions might potentially create. And what to consider when figuring out how much to convert in any given year


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To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com

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