Calculating Max Roth Conversion (Cap gains and Qualified Dividend Treatment)

[38Packard]

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Conversion to Roth IRA

I am mid 50s and met with my CPA and, especially with equity prices down, I am going to try to convert as much as I can of my traditional IRA to a Roth IRA but stay in the 24% Fed tax bracket, as it jumps up to 32% beyond. Short term tax pain, but hopefully it will be well worth it in 10+ years at withdraw time. I currently have 35% of IRA $ in a Roth and 65% in a Traditional IRA. There seem to be so many advantages to Roth IRA, not only for the individuals involved but also for those that may…

'38Packard