My wife and I have been going through the same calcs and although we are certainly not financial wizards, we finally figured out the self-evident: that(assuming one's tax bracket does not change) the return on both options is identical. The difference for us is that the taxes paid now on the Roth conversion, is money we would probably otherwise spend on more expendable items(hamburgers, etc.). So the conclusion for us is the self-imposed addional savings in the form of coughing up the tax money now.I hope this makes sense.loukahn
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar. Earnings Estimates, Analyst Ra