A Closer Look at Roth Conversions

As we have discussed, the SECURE Act had a significant impact on clients’ retirement accounts and strategies. For clients whose retirement accounts feature heavily in their overall estate and legacy planning, this impact is only heightened. For many advisors, the natural response to the SECURE Act is to suggest Roth conversions for clients with sizeable Traditional IRAs. Let’s take a look at this approach and determine any potential pitfalls.

Read the full article by Estate Planning Specialist Sean Link, JD.