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.
Complete the form to get your free guide
Related Resources
Retirement Accounts in Estate Planning: A Primer
Download our free thought paper on planning for retirement assets.
Learn More
Case Studies in Asset Protection, Part 6: Standalone Retirement Trusts (SRTs)
Learn how to use standalone retirement trusts (SRTs) as part of a comprehensive asset protection strategy in this 2 page brief.
Learn More
Standalone Retirement Trusts: A Crucial Component of Estate Planning
Standalone Retirement Trusts should be part of estate planning for any client with retirement assets. Learn why in this Insight Brief.
Learn More