Can you point us to more info on this?And you're mistaken about the savings on estate tax. I actually just learned this a year or two ago, but there is basically an income tax deduction to the heirs that ensures it is a wash for them such that doing Roth conversions doesn't end up saving estate taxes. They do have to know about and claim that deduction, but it eliminates that reason for doing Roth conversions.
In addition, you can't convert an IRA after the owner is deceased.
Statistics: Posted by celia — Sat Jul 20, 2024 12:41 pm — Replies 28 — Views 2788
