THE ROAD LESS TAXED • 89
Total Taxes & IRMAA Projected to be Paid Keep his IRA
$511,000
Convert it to a Roth IRA $138,000 Example shown for illustrative purposes only and is not guaranteed. Actual results may vary. i n cIrne at shee. pI ’ rme vgiooiunsg cthoaipntcel ur ,dwe et hdoissec ui ns sme dy aa nf eawl y swi safyosr tRa yx ae ns :c o u l d • Lt oe gr ii ss lea. tIi ’vme cgho ai nngg et so cmo uo ldde cl aau3s e0 Rp ye ar nc e’ snitnicnocmr eea tsaex troa thei ss et of fdeacyt i’ sv el otwa xe rr-at taex sbtraarct iknegt reai gt eh te yn ev ai rros nfmr oemn t ni os wl i k, ewl yh et no st itvaer tt af axl treart iensgg. oL eutp’ s bays s3u0mpee rhcies nptraotj et chtaetdpaoni nntu. a l e f f e c - • Wt h ehiernt aRxye as ng op ua sps, eesi t ha ewratyh, r ho iusg wh ti fhee awnidd okwi d’ ss pceonual dl t ys eo er tghori on ug gt ho mt hoedi eml pa atcatx oi nf tchr ee aisnehaetr ittheed eInRdA oi nf tchoims aen. Sa ol y Is’ims , t2o5op, werhceenntR. yan dies. We’ll assume his heirs’ tax rate is We saw what Ryan’s retirement tax bill might look like if taxes sa tnady e$d1 3t h8e, 0s0a0moef : t$a5x1e 1s , a0 n0 d0 IoRf Mt aAx Ae s i fa nh de IcRo Mn vAeAr t ief dh et hkoespe t f hu insdI sR tAo, a RWothhaItRwAo. uld his retirement tax bill look like in a rising tax en- vironment?
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