New Rules For Roth IRA Conversions

Nov 13, 2018 | In the News

Woman tax planner at desk considers new rules for Roth IRA conversions

The decision whether or not to do a Roth conversion just got more complex, in light of recent tax reforms. In addition to how new tax rates may impact your broader retirement and wealth decisions, now your Roth conversion is no longer reversible under the new tax laws. This makes careful planning even more important as year-end approaches.

Jennifer Myers discusses the potential for unexpected tax consequences for 2018 Roth conversions with US News and World Report, in their recent article entitled, “Investors Face New Rules To Convert An IRA”.

Prepared by SageVest Wealth Management. Copyright .
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