Is a Roth conversion the right move for you in 2026? Converting money from a traditional IRA or 401(k) to a Roth IRA could help reduce taxes later, but it can also create a larger tax bill today and potentially increase your Medicare premiums. 

In this episode of Protect Your Assets, David Hollander explains how Roth conversions work, how much you may want to convert, and why your tax bracket, RMDs, Medicare IRMAA, and timing should all factor into the decision. 

You can send your questions to questions@pyaradio.com for a chance to be answered on air.  

Catch up on past episodes: http://pyaradio.com    
Liberty Group website: https://libertygroupllc.com/   
Attend an event: www.pyaevents.com  

Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/  

See omnystudio.com/listener for privacy information.

Rss Apple Podcaster
Podden och tillhörande omslagsbild på den här sidan tillhör Protect Your Assets | Cumulus Media San Francisco. Innehållet i podden är skapat av Protect Your Assets | Cumulus Media San Francisco och inte av, eller tillsammans med, Poddtoppen.