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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. Moving to a different state, with potentially very different tax treatment for retirement assets, may change the math governing how the decision plays out over time.

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. Moving to a different state, with potentially very different tax treatment for retirement assets, may change the math governing how the decision plays out over time.