Converting my IRA/401(k) to a Roth (Updated 2020)

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Nords

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The IRS IRA publication: Publication 590 (2006), Individual Retirement Arrangements (IRAs)

Fairmark.com: Guide to Roth IRA Conversions

Not So Fast

https://www.early-retirement.org/forums/f26/gradual-roth-conversion-17498.html
https://www.early-retirement.org/forums/f28/think-twice-before-converting-roth-18645.html
https://www.early-retirement.org/forums/f28/roth-ira-conversions-retirees-18863.html
https://www.early-retirement.org/forums/f28/non-deductable-ira-roth-19512.html
https://www.early-retirement.org/forums/f28/traditional-ira-roth-conversion-19617.html
https://www.early-retirement.org/forums/f28/not-eligible-roth-ira-conversion-19748.html
https://www.early-retirement.org/forums/f28/good-strategy-20491.html
https://www.early-retirement.org/forums/f28/prudential-white-paper-maximizing-soc-sec-21206.html (Note: "New Thinking" is a Prudential employee.)
https://www.early-retirement.org/forums/f30/no-roth-conversion-me-21378.html
https://www.early-retirement.org/forums/f28/nondeductible-iras-roth-conversions-21742.html
https://www.early-retirement.org/forums/f28/maximizing-social-security-benefits-21766.html
https://www.early-retirement.org/forums/f28/right-way-go-about-roth-ira-22684.html
https://www.early-retirement.org/forums/f28/roth-conversion-question-23401.html
https://www.early-retirement.org/forums/f28/conversion-traditional-ira-roth-steps-23418.html
https://www.early-retirement.org/forums/f28/roth-conversion-process-form-1099-r-24183.html
https://www.early-retirement.org/forums/f28/roth-conversion-tax-24147.html
https://www.early-retirement.org/forums/f27/roth-conversion-college-financial-aid-24575.html
https://www.early-retirement.org/forums/f28/ira-not-deductible-convert-roth-someday-25414.html
https://www.early-retirement.org/forums/f28/any-advantage-opening-up-roth-retirement-25887.html
https://www.early-retirement.org/forums/f28/traditional-ira-roth-conversion-question-26226.html
https://www.early-retirement.org/forums/f28/roth-ira-s-hidden-federal-tax-26319.html
https://www.early-retirement.org/forums/f28/another-roth-question-26556.html
https://www.early-retirement.org/forums/f28/second-thoughts-roth-conversions-27042.html
https://www.early-retirement.org/forums/f28/conversion-traditional-ira-roth-29532.html
 
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