Think You Missed the Boat on Roth Conversion?

Tara Thompson Popernik (pictured) and Paul Robertson

Not likely. As long as you don’t expect to spend down all of your IRA assets, our research suggests that converting your traditional IRA to a Roth IRA can save you plenty on taxes. Conversion would have saved you even more before the American Taxpayer Relief Act (ATRA) took effect in January, but that’s water under the bridge now.


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