“But just remember, the whole $100,000 that is converted, even though only $75,000 would go to the new Roth, the other $25,000 that gets paid in taxes, that's still the whole $100,000 is taxable.”

“It's just one divided by one minus the tax rate is what you would need to multiply the Roth conversion by to know the total amount you'd have to take out to also cover the tax bill”

“If you discover you have a low-income year, you could do Roth conversions to take advantage of a lower tax bracket.”

“The fund has a tax shield there, no taxation in any matter. Investors are taxed in the home country. We have no withholding tax there. Payment to vendors is also not a challenge. It becomes smoother.”

“If you're doing Roth conversions late in the year, which is pretty much the best time to do it because you have a better sense of what your overall income picture would look like. If you can wait until after January 1st to pay that estimated tax bill, then you're pushing that problem into the next year”