You may be making a big mistake with your Roth conversion, this expert says

If you have a high IRA or 401(k) balance, you should consider doing this instead.
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Why a down market is the perfect tax window for Roth conversions

Don't be so focused on your portfolio balance that you miss this opportunity.
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The Roth Conversion Strategy Affluent Investors Over 60 Are Using to Empty Their 401(k)s

Tue, March 31, 2026 at 6:52 PM UTC Let's say a couple retires at 63 with $2 million in a traditional 401(k) and has no RMDs for a decade. Their taxable income is low, and that window is the most ...