To Roth Or Not To Roth
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Effective January 1, 2010, the Election to convert an IRA to a Roth IRA is easier, but it is not for everyone
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To Roth Or Not To Roth
- 1. To Roth Or Not to Roth Brian T. Whitlock CPA, JD, LLM ICPAS – Central Chapter January 19, 2010
- 10. Elderly Client - Taxable Estate Description Life Time After Death FMV of IRA $ 5,000,000 $ 5,000,000 Other Assets 10,000,000 10,000,000 Life Conversion Tax (1,500,000) 0 Taxable Estate $ 13,500,000 $ 15,000,000 Fed & IL Estate Tax (5,000,000) (5,750,000) Income Tax on IRD (962,500) Net to Heirs 8,500,000 8,287,500 Savings $ 212,500
- 15. Questions and Comments BK Blog: http://blog.untaxinglyyours.com Twitter @TaxGems