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The Long Game: Roth Conversions & Legacy Planning

Brown Advisory

In such a case, one could reverse the taxes that one had paid based on a much higher account valuation, and re-establish the account as a traditional IRA once again. 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

In such a case, one could reverse the taxes that one had paid based on a much higher account valuation, and re-establish the account as a traditional IRA once again. We recommend that you consult your tax and investment advisors to determine whether the Roth IRA conversion strategy is right for you.