Communication Math Planning Wealth Accumulation 
Brown Advisory
AUGUST 1, 2019
The Long Game: Roth Conversions & Legacy Planning ajackson Thu, 08/01/2019 - 14:51 Legacy planning is all about transferring wealth to descendants as efficiently as possible. Paying tax now instead of later goes against the grain of conventional tax planning.
Brown Advisory
AUGUST 1, 2019
The Long Game: Roth Conversions & Legacy Planning. Legacy planning is all about transferring wealth to descendants as efficiently as possible. So it may be surprising to hear that a Roth IRA—a vehicle ostensibly intended for retirement income—can be a powerful mechanism for next-generation wealth transfer. Background.
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