Short video tip by Craig Wear, CFP® advising viewers to use an organized game plan for Roth conversions. Emphasizes evaluating all possible tax brackets (including higher-than-expected brackets) and deciding how much of the total to convert to avoid common false assumptions.
The last tip that I go through over and over, and it's really just my shtick, is there are so many moving pieces in getting the Roth conversion done right, and there's so many false paradigms and false assumptions that people make that having an organized game plan is really important. Make sure that you have evaluated every possible tax bracket even higher than what you think is going to work and look and also figure out how much of the total should you convert.
