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There may be no better time for some of your clients to convert to a tax-free Roth IRA. One positive of stock market values being depressed is that the conversion can be done at a discount. Any gains in market values after the conversion will be tax free. In addition, many people will have less income this year. This means that their tax rates could be lower as well. Now is the time to start discussing Roth conversions with your clients.
This article focuses on Roth IRA conversions and the best way to pay the resulting taxes.
Excerpt:
It is interesting to consider that as long as we recognize that there is an accrued tax liability in the IRA, regardless of whether you do or don’t convert to a Roth, you are left with the same total of $175,000. So, the question is, does converting to a Roth provide any advantage under these circumstances?
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ARTICLE / NEWSLETTER / BLOG POST / HANDOUT
Use Microsoft Word to edit this document in any way you like. It’s easy to insert your photo or logo, include your contact information and edit the contents of this article. Print copies or post to your website.
There may be no better time for some of your clients to convert to a tax-free Roth IRA. One positive of stock market values being depressed is that the conversion can be done at a discount. Any gains in market values after the conversion will be tax free. In addition, many people will have less income this year. This means that their tax rates could be lower as well. Now is the time to start discussing Roth conversions with your clients.
This article focuses on Roth IRA conversions and the best way to pay the resulting taxes.
Excerpt:
It is interesting to consider that as long as we recognize that there is an accrued tax liability in the IRA, regardless of whether you do or don’t convert to a Roth, you are left with the same total of $175,000. So, the question is, does converting to a Roth provide any advantage under these circumstances?
Download it now, take a look, and edit it to make it your own.
THANKS TO OUR SPONSOR YOU CAN DOWNLOAD THIS ITEM BELOW
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The document will download in Protected View. To edit open in Microsoft Word, select FILE from top menu, select INFO from blue bar on left and click ENABLE EDITING.
This document has NOT gone through any form of compliance review. It is your responsibility to get approval from the appropriate entities prior to use with the public.