Conversion to Roth IRAs – When and Why to Consider

Conversion to Roth IRAs – When and Why to Consider

  1. What is a regular IRA?
  2. What is a Roth IRA?
  3. If you convert an IRA to a Roth what are the tax consequences?
  4. What can you do to offset the costs of conversion?
  5. Should you retain some funds in a regular IRA for QCDs?

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