Episode

Episode 75: Mary from Park Ridge asks: “Should I convert to a Roth before the tax rates go up?”

Podcast
Retirement Decoded Podcast
Published
Apr 27, 2026
Duration seconds
1570
Processing state
not_requested
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https://www.spreaker.com/episode/episode-75-mary-from-park-ridge-asks-should-i-convert-to-a-roth-before-the-tax-rates-go-up--71352507
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https://api.spreaker.com/download/episode/71352507/podcast_episode_75_final_jc.mp3
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Summary

Get on our phone calendar at https://TuckerRetirement.com . Mary is 62 and planning to retire in the next few years. She’s hearing constant talk about rising tax rates and is wondering if now is the time to start converting portions of her IRA to a Roth. She’s concerned about paying taxes today versus the risk of paying more later—and wants to know how to think through timing, tax brackets, and whether partial conversions make sense. Watch this podcast on YouTube at https://TuckerYouTube.com .