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Vanguard "BETR" approach to Roth Conversions Paper:
Investors typically decide whether to convert to a Roth IRA from a traditional IRA by comparing their current and expected future marginal tax rates. The rule of thumb has been that higher future tax rates make a conversion more desirable, while lower ones make it less so.
Input your data to explore projected asset growth scenarios and calculate the break-even tax rate (BETR).
Vanguard research | Financial planning perspectives August 2022
A “BETR” approach to
Roth conversions
https://corporate.vanguard.com/content/dam/corp/research/pdf/a_betr_approach_to_roth_conversions.pdf
https://advisors.vanguard.com/tax-center/tools/roth-betr-calculator
https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/UniformLifetimeTable.pdf
Fidelity RMD Table: https://www.fidelity.com/bin-pub...
Roth BETR Calculator: https://advisors.vanguard.com/ta...
2025 Tax and Retirement Contribution Guide: https://advisors.vanguard.com/co...
https://advisors.vanguard.com/content/dam/fas/pdfs/FATXGD10.pdf
Fidelity Taxable-Equivalent Yield Calculator: https://digital.fidelity.com/prg...
https://digital.fidelity.com/prgw/digital/taxyieldcalc
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