Roth Conversion Windows: Why Earlier in the Year Is Often Better
Planning
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July 9, 2026
Early in the calendar year, before income projections are set, is often the best window to evaluate Roth conversions. Converting traditional IRA assets to Roth when your projected income is lower can reduce the tax cost. Your C2 advisor and CPA coordinate this decision together as part of your integrated plan.
Early in the calendar year, before income projections are set, is often the best window to evaluate Roth conversions. Converting traditional IRA assets to Roth when your projected income is lower can reduce the tax cost. Your C2 advisor and CPA coordinate this decision together as part of your integrated plan.