Remove 2010 Remove Communication Remove Math Remove Valuation
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The Long Game: Roth Conversions & Legacy Planning

Brown Advisory

Background Since January 1, 2010, all individuals, regardless of income levels, have been able to convert existing retirement accounts such as traditional IRAs into Roth IRAs. In such a case, one could reverse the taxes that one had paid based on a much higher account valuation, and re-establish the account as a traditional IRA once again.

article thumbnail

The Long Game: Roth Conversions & Legacy Planning

Brown Advisory

Since January 1, 2010, all individuals, regardless of income levels, have been able to convert existing retirement accounts such as traditional IRAs into Roth IRAs. In such a case, one could reverse the taxes that one had paid based on a much higher account valuation, and re-establish the account as a traditional IRA once again.

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Transcript: Ted Seides

The Big Picture

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.

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Transcript: Steve Case

The Big Picture

But thankfully, the next decade, things really accelerated in terms of the growth of the company and growth in the valuation, things like that. The math never seems to work out. Hayes, the communications modem company was in Atlanta, Georgia. Sprint, another communications company was in Kansas City. Dell was in Austin.

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