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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. The information provided n the case study illustrates a hypothetical portfolio that is not necessarily representative of any current portfolios.

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. The information provided n the case study illustrates a hypothetical portfolio that is not necessarily representative of any current portfolios.