A4A registrants get a free replay of the webinar, Introduction To Tax-Efficient Investing.
1. In the unlikely event of a flat tax, what would be the effect on the Roth IRA conversion decision?
To understand the effect of a flat tax on the Roth IRA conversion decision, it is first necessary to understand the Roth conversion decision under current law. If tax rates are the same at the time of conversion and when distributions are made, IRA assets must be used to pay the tax on the conversion and the taxpayer needs to take out at least the required m
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