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The Long Game: Roth Conversions & Legacy Planning

Brown Advisory

This option, available before the 2017 tax overhaul, was helpful if, for example, the market declined substantially after a conversion. level in place before 2017’s tax overhaul. We recommend that you consult your tax and investment advisors to determine whether the Roth IRA conversion strategy is right for you.

article thumbnail

The Long Game: Roth Conversions & Legacy Planning

Brown Advisory

This option, available before the 2017 tax overhaul, was helpful if, for example, the market declined substantially after a conversion. level in place before 2017’s tax overhaul. We recommend that you consult your tax and investment advisors to determine whether the Roth IRA conversion strategy is right for you.