Super Session 8: Strategies to Maximize the Value of Roth Conversions

Monday, May 1, 2017 -
11:15am to 12:30pm

Session type:

Since 2010, anyone is permitted to do a Roth conversion of a traditional Individual Retirement Account or 401(k), regardless of income. However, just because you can, doesn't mean you should – especially not all at once.  In this session, we examine various strategies to maximize the value of a Roth conversion, from doing backdoor Roth contributions, to systematic partial Roth conversions, leveraging Roth recharacterizations using the separate accounts rule, and more!