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The Roth Conversions Window: How to Convert at 12-22% Rates in the OBBBA Era Before RMDs Force You Into 24-32% Brackets and Trigger Up to $15,000/Year in IRMAA Surcharges
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May 22, 2026
This is a difficult book to review. If I did it based on the first half of the book, I'd give it 1-star. The redundancy of saying the same thing over and over and over and over got painful. There were entire paragraphs that were repeated word for word. There are factual errors (eg. stating RMDs begin at 73 even though for anyone born after 1960 it's 75). But the second half of the book is much better and lays out a methodical process to determine the size and timing of Roth Conversion to minimize tax bracket creep and IRMAA surcharges due to RMDs. The latter is exactly what I was looking for so I gave the overall book 4-stars. You have to tough-through (or skip through as I did) many pages in the first half of the book though
Displaying 1 - 1 of 1 review