$2M IRA—Why I'm NOT Converting to Roth (Even If You Were Told You Should)

Josh Rendler, CFP®

Should you convert a $2 million IRA to Roth before RMDs start at 73? For a 65-year-old with a pension and Social Security two years away, the bracket math often says no — and this video shows exactly why. Josh Rendler walks through the conversion window, the $50,000 mistake, and the three situations