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The Long Game: Roth Conversions & Legacy Planning

Brown Advisory

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.

article thumbnail

The Long Game: Roth Conversions & Legacy Planning

Brown Advisory

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.