Why A Roth Conversion May Be A Bad Idea Even If Taxes Are Higher In The Future |Nerd's Eye View by Michael Kitces

Published: August 25 2014

With years of ongoing Federal budget deficits and a large and growing national debt, there is a common perception that "at some point" tax burdens must rise to address the issue. While the timing is not certain, the belief that higher tax rates may be inevitable has become a strong driver for many advisors and clients to do whatever they can to manage that future tax exposure. more...

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