Subject: Re: Roth Conversions
Retired recently and I met with my CPA and he advised to convert 1/6 of my total intended conversions (age 57) from my traditional/rollover to my Roth and repeat over the next 6 years to stay under IRMA penalty. My plan is to trim equities in brokerage acct until such time I am forced into RMD of a small residual rollover IRA and then tap into SS @70 and the Roth in my 70s and beyond, but I’ll noodle over it more as that time nears. Sound reasonable? - WEB

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Good Plan. The only thing I can add.....

If you have the resources to pay the tax on the Roth conversion with money outside the TIRA, then 100% of the amount converted makes its way into the tax free promised land of the Roth. The first few years I did Roth conversions I made the mistake of letting Vanguard withhold 20% to go to uncle sugar.