Trusts & Estates
Estate Planning Considerations Intrinsic with Roth Conversions
Although recent discussions have focused on the eligibility of taxpayers to convert to a Roth IRA and the fundamental question of whether a Roth IRA conversion would be beneficial, a Roth conversion also raises a number of estate planning and legal issues that will require the advice of counsel. These estate planning considerations are an integral component of a successful Roth conversion.
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