A Client’s Story: Reaping the powerful rewards of Roth IRA conversions, without a steep tax cost

Ordinarily, favorable tax benefits come at a high cost—but not always. We helped one client over successive years to realize the powerful payoff of a Roth IRA conversion, yet without the steep price of having to pay tax on any as-yet-untaxed money moved to a Roth. Money in Roth IRAs benefits from a prolonged period