Louis and Frazier host podcast about Roth IRA conversions
Robert H. Louis, co-chair of the Personal Wealth, Estates and Trusts Practice Group, and Richard T. Frazier, a partner in the Business and Finance Department, hosted a 14-minute podcast that describes what a Roth IRA conversion is and how it works.
Roth IRA conversions can provide substantial tax benefits over the long-term, but it is important for people to understand conversion rules that were put into place in 2010. This podcast covers those rules, as well as who is a good candidate for a Roth IRA conversion.
For more information, please contact one of the speakers.