Brown Advisory

AUGUST 1, 2019

In this brief, we will review the mechanics of traditional and Roth IRAs, the rules concerning Roth conversions, and when it makes sense for families to consider a Roth conversion as a part of their legacy plans. Paying tax now instead of later goes against the grain of conventional tax planning.

Planning 52

Planning Distribution Taxes Accounting 52

Brown Advisory

AUGUST 1, 2019

In this brief, we will review the mechanics of traditional and Roth IRAs, the rules concerning Roth conversions, and when it makes sense for families to consider a Roth conversion as a part of their legacy plans. Paying tax now instead of later goes against the grain of conventional tax planning. Background.

Planning 52

Planning Distribution Taxes Accounting 52

The Big Picture

AUGUST 15, 2023

SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what? SEIDES: And I’ll tell you a story that’s fun about the communication of it too. So I think that argument is very valid in those couple of years, 2009, 2010 probably, maybe 2011, which was a tough year for hedge funds.

Management 130

Management Investing Investments Government 130