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Roth Conversions in 2026: When Do They Make Sense?

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Protect Your Assets

David Hollander, The Sandman℠, helps his listeners sleep well at night because they know their assets are protected. Financial and investment services… 
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Is a Roth conversion the right move for you in 2026? Converting money from a traditional IRA or 401(k) to a Roth IRA could help reduce taxes later, but it can also create a larger tax bill today and potentially increase your Medicare premiums. 

In this episode of Protect Your Assets, David Hollander explains how Roth conversions work, how much you may want to convert, and why your tax bracket, RMDs, Medicare IRMAA, and timing should all factor into the decision. 

You can send your questions to questions@pyaradio.com for a chance to be answered on air.  

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Protect Your Assets

Protect Your Assets with Liberty Group's David Hollander.
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