Learning

Ask an Advisor: I’m in the Highest Tax Bracket and ‘Plan to Be There Moving Forward.’ Should I Do a Roth Conversion?

Ask an Advisor: I’m in the Highest Tax Bracket and ‘Plan to Be There Moving Forward.’ Should I Do a Roth Conversion?

If you ask some financial professionals, the answer to this question might be a resounding no, and the discussion would be over. But there are arguments for doing Roth conversions, even if you are in the highest tax bracket.

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7 Tax Pitfalls Financial Advisors Should Avoid This Season

7 Tax Pitfalls Financial Advisors Should Avoid This Season

Some financial advisors may be tempted to wash their hands of taxes and leave them to the accountants. But that approach doesn’t ensure the best outcome for their clients. Great financial advisors know that, while the calendar has turned over on 2022, there is still work to be done before it is left behind. And that work is around taxes.

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Is it too late to convert to a Roth?

Is it too late to convert to a Roth?

There is also no earned income requirement to convert to a Roth. As long as you have a balance in an IRA, in theory, you can keep converting to a Roth as long as you like.

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Podcast

Weekly Newsletter

The hidden cost of DIY tax planning
March 20, 2026

The hidden cost of DIY tax planning

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Why taxes create the biggest client “wow” moments
March 13, 2026

Why taxes create the biggest client “wow” moments

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Keep calm and own tax season
March 6, 2026

Keep calm and own tax season

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The real threat to tax professionals (it’s not what you think)
February 27, 2026

The real threat to tax professionals (it’s not what you think)

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