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The Long Game: Roth Conversions & Legacy Planning

Brown Advisory

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. 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

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. We recommend that you consult your tax and investment advisors to determine whether the Roth IRA conversion strategy is right for you.