Posts Tagged ‘defined benefit plan’

“The one-two punch of a defined benefit plan and Roth conversion is a useful estate planning tool for high-net-worth clients.”

 Roth IRAs have gained popularity over the past few years, and for good. However, one thing most media commentators fail to address is that sometimes the people who could benefit most from a Roth conversion are the ones for whom such a conversion could carry the highest tax liability. Peter McDougall takes stock of the issue in a recent Wall Street Journal posting, and offers the potentially powerful cocnept of a one-two punch with defined benefit plans and Roth conversions that can help take the sting out of such conversions. If you are wealthy and planning your estate, a traditional…

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