The Long Game: Roth Conversions & Legacy Planning
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. 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. Indeed, a Roth conversion has the potential to generate greater wealth than a traditional IRA during an individual’s or couple’s lifetime, and it can play a mea
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