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No. of Recommendations: 3
What is your constraint on how much to convert? I assume you are filling up one of the tax brackets.

Do you file Married Joint?
Make a little spreadsheet with a quick-and-dirty estimate of your taxable income and the tax owed, for the next few years.

Then make another set of figures for one partner being deceased. The lower SS income stops, perhaps a pension stops, and the tax is now figured Single instead of MFJ.

You may decide it is a good idea to go further into the current tax brackets now, just to avoid the greatly different brackets later.
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