Rising Tax Rates May Not Sink the Roth Conversion

Rising Tax Rates May Not Sink the Roth Conversion

By Guest Author: Robert C. Lickwar, CPA, MST In recent years, we have enjoyed a variety of strategies for advantageously converting traditional IRAs into Roth IRAs. With tax rates now steeply on the rise on a number of fronts, many taxpayers may think that the conversion boat has alre
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SAGE ADVICE in the Star Ledger BIZ Brain column

In The Star Ledger’s Biz Brain column by Karin Price Mueller, Sheri Iannetta Cupo, CFP® helps answer the question posed by Flush with Cash – “I don’t need my Required Minimum Distribution (RMD) from my IRA. When I take it, I would want to deposit it in a tax-sheltered fund such
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