Consider Roth Conversions Carefully
My recent post, Rethinking Retirement Contributions, explains why the new Tax Cuts & Jobs Act of 2017 (TCJA) devalues retirement contributions into traditional tax-deferred plans and favors Roth accounts. Does the same reasoning apply to conversions from Roth to traditional plans? For a tax standpoint, the answer may be yes, but other factors indicate you should […]
