Name: What to Know About Roth IRAs
Uploaded: 2025-11-11T20:25:00Z
Duration: 1 min 50 s
Description: John Nersesian, head of advisor education at Pimco, describes the conditions under which a Roth IRA conversion makes most sense.

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John Nersesian, head of advisor education at Pimco, describes the conditions under which a Roth IRA conversion makes most sense.

https://m.wsj.net/video/20251111/d18ae80d-ce58-42c8-9ee7-25eb9a5f8bf9/1/hls/manifest-hd-wifi.m3u8

What to Know About Roth IRAs

Let's talk about Roths. And I know Roth is a four letter word, I guess, and there's a lot of debate as to whether or not Roth conversions make sense. I'm gonna make the argument, I gave you the example a little bit earlier of the individual who had a lower annual income this year. And so I love this idea, if a client, for whatever reason, is facing less income in the current year and a lower marginal bracket, maybe it's not a full conversion of my $3 million account, but maybe it's a partial conversion to fill up the lower rungs of that marginal tax bracket ladder to have that income recognized at a lower rate today and to compound that money tax-free. The second individual who might consider a Roth conversion is a guy who looks like me. I'm 67 years old, so let's assume that I stop working. All right, what I've got is I've got three years before Social Security kicks in. I've got six years before RMDs kick in. And so maybe my advisor and I discuss a strategy where we do partial conversions of my existing retirement account balances to create some diversity, some retirement accounts that will be taxable when withdrawn, but others that will grow tax-free. And as you know, the big benefit of Roth is not just the tax-free growth, it's the avoidance of RMD. I mean, I hate this idea that I work hard, I save hard. I want to provide resources for my future indulgences or to my family, but the government requires me to take distributions on money that I may not even want to or need to spend, and so the Roth conversion can make a heck of a lot of sense for those types of individuals.