Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards

Financial Planning > Tax Planning

Roth IRA Conversion Planning in 2011 & 2012

Your article was successfully shared with the contacts you provided.

In early 2010, there was great fanfare over the repeal of the $100,000 modified adjusted gross income limitation. As the 2010 tax year came to an end, many tax professionals felt that Roth IRA conversion planning had lost its relevance as an effective income tax planning strategy, given that income tax rates were set to increase to their pre-2001 levels as of January 1, 2011. However, with the reinstatement of the so-called “Bush tax cuts” under the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010, Roth IRA conversions have once again become a powerful short-term and long-term income tax planning strategy, especially in 2011 and 2012.

Click to read the full text of “Roth IRA Conversion Planning in 2011 & 2012″ from our partners at Wealth Strategies Journal.


© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.