Dec 1, 2021 · Here, we'll go through what a Roth conversion is, why the end of the year is an optimal time to think about Roth conversions, and, finally, how to successfully complete one. Apr 29, 2024 · What's the optimal timing for converting your 401k to a Roth IRA? Learn key factors to consider and make informed decisions about maximizing your retirement savings. Sep 29, 2022 · With many investors' portfolio balances down so far in 2022, we've been hearing a lot of chatter about whether the time is right for Roth conversions. Joining me to discuss some key Apr 11, 2022 · The first zone, while more involved than just using a Roth conversion at a younger age, is still the best time to maximize you tax situation. You can still do a Roth conversion in the first zone.