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Technical

Deciding Whether to Roll Over to a Roth IRA

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Albert B. Ellentuck, Esq. | Free | AICPA | 01 Nov 2016 | Tax Adviser Magazine

Process, taxation & strategies
Intermediate
Article

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Although Roth IRAs are a favorable method for reducing taxes, the tax cost of conversion may outweigh the benefits. This article discusses the advantages and disadvantages of these rollovers.

Topics covered:

Tax: Technical: Individual income taxation : Specialized issues, Intermediate
Personal financial planning: Technical: Retirement planning: Process, taxation & strategies, Intermediate

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Technical

Deciding Whether to Roll Over to a Roth IRA

Comments/Reflections

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