Everyone’s talking about Roth conversions, but here’s how few people really do them — and why you shouldn’t have FOMO about it
Published . Updated .
You have to do the math to figure out your best tax strategy in retirement, and converting might not be for you.
Directly affected
Indirectly affected
- No related companies are mapped for this report yet.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| PPLI | -2.13% | -0.81% | base | -1.34% | after close | after close | after close |
| MSTR | -6.25% | -2.19% | base | +1.96% | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
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You have to do the math to figure out your best tax strategy in retirement, and converting might not be for you.
Source: MarketWatch
This story
| Company | When | Move | Status |
|---|---|---|---|
| GLD | that day | -0.47% | still updating |
| GLD | three days earlier | +2.33% | final price |
| GLD | five days earlier | +3.51% | final price |
| MSTR | that day | +1.96% | still updating |
| MSTR | three days earlier | -2.19% | final price |
| MSTR | five days earlier | -6.25% | final price |
| PPLI | that day | -1.34% | still updating |
| PPLI | three days earlier | -0.81% | final price |
| PPLI | five days earlier | -2.13% | final price |
| QQQ | that day | +0.41% | still updating |
| QQQ | three days earlier | +1.80% | final price |
| QQQ | five days earlier | +0.75% | final price |
| SPY | that day | -0.53% | still updating |
| SPY | three days earlier | +0.66% | final price |
| SPY | five days earlier | -0.09% | final price |
| TLT | that day | -0.29% | still updating |
| TLT | three days earlier | -1.97% | final price |
| TLT | five days earlier | -2.07% | final price |
This story
12 out of 100Price not final
“Everyone’s talking about Roth conversions, but here’s how few people really do them — and why you shouldn’t have FOMO about it” scores 12 out of 100. The score uses 1 sources. The price is not final yet.