The Long Game: Roth Conversions & Legacy Planning
Brown Advisory
AUGUST 1, 2019
Paying tax now instead of later goes against the grain of conventional tax planning. the owner plans to spend down the account in retirement), the benefits of converting may be minimal, as those benefits take a long time to accrue.a Some factors to consider: If the ultimate beneficiary is: the account owner (i.e.,
Let's personalize your content