The Long Game: Roth Conversions & Legacy Planning
Brown Advisory
AUGUST 1, 2019
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.
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