Money and Pencils Piling on a Sheet of Paper After Tax Reform Conversions, Corona Estate Planning Attorney.

Roth IRA Conversions After Tax Reform

Still a Good Idea? Twenty years ago, the Roth IRA first became available to investors as a financial tool for their estate planning needs. These accounts have maintained their popularity because unlike their traditional IRA counterpart, a Roth IRA provides account owners tax-free income during retirement. Many people chose to convert their traditional IRA or…