Taking advantage of Roth conversions

For investors nearing retirement who may not need to tap into a traditional IRA account immediately, it’s important to consider alternative strategies for repositioning these assets to continue to grow. Last week, I discussed Roth conversion strategies with WSJ reporter Kelly Kearsley, and offered how these efforts can take advantage of lower tax bracket savings and potentially leave money as a legacy for heirs.

The article, “A plan for strategic Roth conversions,” highlights the (somewhat complex) how-to’s behind implementing these conversion strategies, and how it can provide significant growth opportunities for the traditional IRA over time.

For our Ramparts readers who are currently WSJ subscribers, click here to read the full article. Otherwise, feel free to email us to receive a copy of the article.

Nathan Boxx, Bradley Newman, Jason Seltzer

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