Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Friday, May 30, 2014

Roth in-Plan Conversions Not as Popular as Expected

Pro-ConThe American Taxpayer Relief Act of 2012 made available Roth in-plan conversions but they are not as popular as they were expected to be. Only 8% of plans in 2013 offered Roth in-plan conversions, and only .3% of plan participants opted to convert assets under a Roth in-plan conversion.

See Lisa Barron, No Rush to in-Plan Roth Conversions, Benefits Pro, May 28, 2014.

Special thanks to Jim Hillhouse (Professional Legal Marketing (PLM, Inc.)) for bringing this article to my attention.


Income Tax, New Legislation | Permalink

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