Should You Convert a Traditional IRA Into a Roth IRA?

IB#10-5

The brief finds that converting a traditional IRA to a Roth IRA may appeal to people who:

  • expect their tax rates to rise in retirement;
  • prefer more flexible withdrawal options; and/or
  • wish to increase their tax-sheltered assets.

The CRR wants to hear from our website users like you. Would be you willing to take a short survey?

Yes, take me to it.       No, thanks.      Not now, but ask me later.