Tax hit with 401K-Roth IRA conversion · 🏠 Lower Taxes w/ Ryan

Tax hit with 401K-Roth IRA conversion

When is the deadline (for 2025 tax year) to convert 401(k) pre-tax funds to a Roth IRA and pay taxes on it at the tax rate based on my 2025 adjusted income? With my income being lower this year it would be ideal to complete this process for 2025 tax season, since I’ll be taking a tax hit. I wasn’t sure if the deadline would be December 31 or if it would be April 15, 2026.

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Tax hit with 401K-Roth IRA conversion