Tilt odds in clients’ favor to win year-end Roth conversion bet

Thursday, November 04, 2021

Contributing Articles

As we’ve seen from recent tax proposals, Congress has retirement accounts in its sights for future tax increases, especially the larger IRAs. We know what the tax rules and tax rates are for 2021, but advisers can also help clients make some defensive moves now, just in case any of these IRA tax proposals resurface in future years.