Roth Conversion of Inherited IRA
An advisor asked me why his client could not do a Roth conversion of an Inherited IRA. I was tempted to reply as a parent might reply, “Because.” I resisted the temptation. What’s a better explanation? It also calls to mind the planning strategy to do an IRA to Roth conversion before death, when anticipated, when time. Does that make sense generally? Thanks. Paul McGilllivray
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Permalink Submitted by David Mertz on Tue, 2020-10-13 21:03