Wills, Trusts & Estates Prof Blog

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

Monday, January 4, 2021

Article on IRA Help by Seymour Goldberg

Estate planningSeymour Goldberg recently wrote an article in which he offers IRA advice. Roth IRA's are discussed in particular with added help on conversions and information on traditional IRA's. 

Goldberg discusses particular questions to consider when handling your IRA, like retirement and tax considerations. 

The intro paragraph is pasted below for an introductory into the nature of the Article. 

Roth IRA conversions is a tactic that has gained ground, post- SECURE Act. Roth conversions must be mathematically compared to doing nothing. An important driver here is the possibility of income tax rate arbitrage. Will the account owner be able to convert some traditional IRA dollars to the Roth side at lower tax rates than future beneficiaries will likely pay. 

See https://www.irahelp.com/pdf/Goldberg-202101.pdf for the full article. 


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