The pros and cons of Roth conversions

September 25, 2013

 

Joel Dickson and Maria Bruno discuss the factors advisors and clients should weigh when deciding whether to convert a traditional IRA to a Roth IRA.  They discuss potential tax consequences of conversions, the ability to reverse or "recharacterize" Roths, and the opportunities that Roth 401(k)s provide.

 

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