Tax Cuts

Taxes and tax policy play an essential role in your investment and retirement planning decisions. Tax laws and changes also can have an impact on the economy and interest rates.

Is the Economy Getting Better?

The Pros and Cons of Roth IRA Conversions

Why go Roth? There is an assumption behind every Roth IRA conversion – a belief that income tax rates will be higher in future years than they are today. If you think that will happen, then you may be compelled to go Roth. After all, once you are age 59½ and have owned a Roth IRA for five years (i.e., once five full years have passed since the conversion), withdrawals from the IRA are tax-free.

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