Will Tax Reform Cause a Roth Conversion Bonanza?

Will Tax Reform Cause a Roth Conversion Bonanza?

Clients often consider whether it’s wise to convert their individual retirement accounts to Roth IRAs. There are pros and cons to doing so. But, for some clients, the Tax Cuts and Jobs Act of 2017 may tip the scales in favor of converting substantial amounts now....
Roth IRA Conversions Under New Tax Law

Roth IRA Conversions Under New Tax Law

Roth IRAs have two big tax advantages The two most-important Roth IRA tax advantages are: Tax-Free withdrawals Unlike traditional IRA withdrawals, qualified Roth IRA withdrawals are federal-income-tax-free and usually state-income-tax-free too. What is a qualified...
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