#207 – Roth conversion analysis: more than meets the eye
From Retirement Planning Education, with Andy Panko by Andy Panko
June 4, 2026 · 1h 19m
About this episode
Andy discusses the complexities of Roth conversions and the challenges in quantifying potential tax savings.
Andy discusses the various areas of consideration and analysis that go into deciding whether Roth conversions might potentially be of value. Furthermore, he explains why it's impossible to actually quantify how much tax savings, if any, Roth conversions might potentially create. And what to consider when figuring out how much to convert in any given year Links in this episode: Vanguard's "Break Even Tax Rate" Roth conversion analysis white paper - hereTenon Financial's June 2026 Newsletter/...
People in this episode
Host: Andy Panko
Topics covered
- Roth conversions
- tax savings
- financial planning
- retirement
- investment analysis
Keywords
- Roth conversion
- tax analysis
- financial education
- retirement planning
- investment strategy
Mentioned in this episode
Organizations: Vanguard, Tenon Financial
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