Monday, January 4, 2021
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.