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When Is a Roth Conversion Best?

Vanguard's Joel Dickson says rules of thumb can only take you so far when making a decision about IRA assets.

Note: This video is one of several interviews that Morningstar director of personal finance Christine Benz had with Vanguard officials at this year's Bogleheads event. See all of the interviews here.

Christine Benz: Hi, I'm Christine Benz for Many investors are attracted to the idea of tax-free IRA withdrawals in retirement, but they struggle with whether it makes sense to convert traditional IRA assets to Roth. Joining me to share some guidance on that topic is Joel Dickson. He is Vanguard's global head of advice methodology.