Review Detail

Thanks Bob for a great primer on the advantages of Roth conversions going forward. With the Secure Act remaining in limbo for the time being, it is tricky to be able to effectively plan for client's futures but you have done a good job with couching your answers in terms of both scenarios. Soon there will be a resolution one way or the other. Of course, that resolution may be only temporary. I think the discussion of the interplay between the 199A deduction and Roth conversions is an important topic