A Baby Boomer Retirement Quiz You Can’t Afford To Fail

What is the perfect time to convert part of your traditional IRA into a Roth IRA?

Retirement-Quiz-838281888
Retry Correct Incorrect Converting your traditional IRA to a Roth IRA will minimize your tax bill in this situation, a fact almost 50% of Americans were unaware of when asked.
Jeffrey Greenberg / Universal Images Group via Getty Images
Jeffrey Greenberg / Universal Images Group via Getty Images

What is the perfect time to convert part of your traditional IRA into a Roth IRA?

  • When your marginal tax rate is higher than normal
  • When your marginal tax rate is lower than normal
  • You should never convert a traditional IRA to a Roth IRA
  • You should never convert only part of your IRA
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