An IRA Conversion Sweet Spot
Investors between ages 60 and 70 may be able to maximize a potentially lower tax bracket, making a conversion appealing, says Vanguard's Maria Bruno.
Christine Benz: Hi, I'm Christine Benz for Morningstar.com. Many investors with traditional IRA balances wrestle with whether--and when--to convert those traditional IRA balances to Roth. I recently sat down with Vanguard's Maria Bruno to discuss timing those conversions to reduce the tax impact.
Maria, thank you so much for being here.