When a Roth conversion is right for your estate — and when it isn’t [by Brian Vnak of MarketWatch]

Mr. Vnak writes a good article on estate planning and a Roth IRA conversion.  I would add one additional thought.  By converting to a Roth IRA now, an estate over the lifetime exemption amount (currently $5.43MM) will be reduced by the taxes paid.  This immediate reduction in assets may work to the benefit of the estate tax planner.  Just something else to keep in mind.


http://ow.ly/HjrhD


"The decision to execute a Roth conversion and generate taxable income is more complicated than it may seem at first blush — especially when you consider it in the context of your estate plan."

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