How to Determine the Best Way to Pay Federal Taxes on Large Roth Conversions
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How to Determine the Best Way to Pay Federal Taxes on Large Roth Conversions
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If you have decided that 2026 is the year to execute a large Roth conversion, you might be wondering about the mechanics of the tax bill. In Episode 22, Garrett Crawford, CFP® professional, and Adam Reed break down the three primary ways to pay the IRS: the simple way, the efficient way, and the strategic way. We explain why high-net-worth retirees with assets between $2M and $8M should typically avoid federal withholding to keep their tax-free growth engine at full capacity.
Free Resource for High-Net-Worth Retirees:
Year-End Tax Planning Checklist for HNW Retirees
Timestamps:
(00:00) - Intro
(01:30) - Roth Conversions How To
(03:50) -Withholding vs Estimated Payment
(08:50) - 59 1/2 Penalty
(09:45) - Utilize the Brokerage Account
(17:05) - Concerns with Estimated Payments
(22:15) - Conclusion
(24:46) - Outro
Disclosures:
www.retirementtaxmatters.com/disclosures