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The Long Game: Roth Conversions & Legacy Planning ajackson Thu, 08/01/2019 - 14:51 Legacy planning is all about transferring wealth to descendants as efficiently as possible. This option, available before the 2017 tax overhaul, was helpful if, for example, the market declined substantially after a conversion.
Thu, 08/01/2019 - 14:51. Legacy planning is all about transferring wealth to descendants as efficiently as possible. So it may be surprising to hear that a Roth IRA—a vehicle ostensibly intended for retirement income—can be a powerful mechanism for next-generation wealth transfer.
CHANGING MARKET CONDITIONS: This year, clients will have an opportunity to revisit existing plans that were developed during a long era of low interest rates, negligible inflation and lofty asset valuations. A Look at Wealth2019: Millennial Millionaires.
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