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Trusts & Estates

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Trusts & Estates

Roth to Riches?: Determining Whether a Roth Conversion Makes Sense

by Bernstein Wealth Management Research Reports

The Roth IRA is arguably the most powerful retirement and estate planning tool not available to wealthier investors—until now. Those who have enough wealth in their personal accounts to pay the taxes on the conversion and still have sufficient assets to delay drawing from their IRA until late in retirement will clearly benefit from converting. In particular, future generations will be far better off inheriting a tax-free Roth than either taxable assets or a traditional IRA.

Learn more about whether converting a traditional IRA to a Roth is right for you by downloading this document.


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