Global Tax Insights
Factors to Consider When Evaluating A Roth IRA Conversion StrategyDecember 04, 2012
Variables to consider before deciding to go forward.
While the Roth conversion strategy may be a good idea for you, there are several variables to consider before deciding to go forward. For instance, you should factor in:
- Expectations about future rates of return on your Roth IRA investments;
- Expectations about future tax rates;
- Expectations about whether—and when—you might need to withdraw money to pay for retirement; and
- Where you will get the cash to pay the conversion tax bill
This is not necessarily a complete list of factors but you can talk to any member of our tax services team about the Roth conversion opportunity.
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