When Roth Conversions Are the Right Move – and When They Aren’t
Jan 15, 2021
3 minutes
One day a forward-thinking couple arrived in my office with a plan. They wanted to bequeath the bulk of the money in an IRA to their two children, and they also wanted the children to receive that money tax free.
Nice idea, so together we set about crafting a strategy that would help make it happen.
Here’s how: Bit by bit, we are converting money from their traditional IRA into a Roth IRA. Each year we will make conversions, but doing so while being
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