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