Schanel & Associates CPA's E-Bulletins

Schanel & Associates CPA's E-Bulletins

Potential estate tax benefit of a Roth conversion
Generally the Roth conversion analysis is discussed in terms of income tax savings. It treats $1 in a Roth IRA as equivalent to $1 in a Traditional IRA, even though the $1 in a Roth IRA is generally worth more than $1 in a Traditional IRA.

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