Joel Dickson

Global Head of Investment Research and Development

Joel Dickson

Global Head of Investment Research and Development

Joel M. Dickson, Ph.D., is a senior investment strategist and a principal in Vanguard Investment Strategy Group, where he analyzes trends and developments in the exchange-traded fund (ETF) market and provides research and commentary on related issues.

Previously, Mr. Dickson was head of the Active Quantitative Equity Group within Vanguard Equity Investment Department. Before joining Vanguard in 1996, Joel worked as a staff economist at the Federal Reserve Board. Mr. Dickson earned an A.B. from Washington University in St. Louis and a Ph.D. in economics from Stanford University.

Joel M. Dickson, Ph.D., is a senior investment strategist and a principal in Vanguard Investment Strategy Group, where he analyzes trends and developments in the exchange-traded fund (ETF) market and provides research and commentary on related issues.

Previously, Mr. Dickson was head of the Active Quantitative Equity Group within Vanguard Equity Investment Department. Before joining Vanguard in 1996, Joel worked as a staff economist at the Federal Reserve Board. Mr. Dickson earned an A.B. from Washington University in St. Louis and a Ph.D. in economics from Stanford University.

A BETR approach to Roth conversions

Whitepaper

Investors typically decide whether to convert to a Roth IRA from a traditional IRA by comparing their current and expected future marginal tax rates. This research introduces a break-even tax rate (BETR) to help investors decide whether they should make a conversion.

This Financial Planning Perspectives paper introduces a break-even tax rate (BETR) to help investors decide whether they should make a Roth conversion.

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