This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Read our privacy policy to learn more.


Deciding Whether to Roll Over to a Roth IRA Logo aicpa

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

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