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What this course covers
- Describe the mechanics and tax reporting of a conversion
- Identify the inputs a conversion analysis actually needs
- Recognise the knock-on effects a conversion can trigger
Lessons
- 1. What a conversion doesMoving pre-tax money into Roth treatment, and paying for it. · 8 min
- 2. The inputs an analysis needsMarginal rates now and later, horizon, and where the tax comes from. · 9 min
- 3. Side effectsIncome-linked thresholds that a conversion can cross. · 8 min
- 4. Ordering and holding periodsConverted amounts have their own clocks. · 8 min
Course quiz
4 questions. 3 correct answers pass, and you can retry as often as you like. Answers are checked in your browser and the attempt is saved on this device only.
Completion record
Complete all 4 lessons and pass the quiz to record completion. 0 of 4 lessons done so far.
This is a device-based completion record, not a verified credential. It is generated from progress saved in this browser and cannot be validated by anyone else until a server-verified learning record exists.
Your lesson progress, bookmarks and quiz attempts are saved on this device only, for this account. They are not stored on our servers, they do not follow you to another browser or phone, and they are removed when you sign out.
Educational information only. IRA XRay does not provide individualized investment, tax or legal advice, and nothing here is a recommendation. Contribution limits, income thresholds, distribution ages, tax rates and treaty terms change, so confirm current rules with the IRS, the Social Security Administration, Medicare or a qualified professional before you act.
Canonical address: https://iraxray.com/learning/courses/roth-conversion-planning