Deadlines for Roth Conversions
December 17, 2016
The deadline for a Roth Conversion is quickly approaching. So quickly in fact that you may not have time to get all the paperwork done. Jim and Chris discuss the deadline, 60 Day Rollovers and the Step Doctrine to help you through this process if you still want to convert before the end of the year. They also answer emails from listeners: Why does an account with higher fees outperform an account with lower fees? Would it be advisable to convert an account with higher fees to an account with lower fees and then convert small amounts to a Roth IRA annually in order to remain in a lower tax bracket? Would working in a part time job for a few years increase your Social Security Primary Insurance Amount enough to make working worth it?
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