Remove 2025 Remove Investment Advisor Remove Wealth Accumulation
article thumbnail

The Long Game: Roth Conversions & Legacy Planning

Brown Advisory

The marginal rate for the top Federal income tax bracket is 37% until 2025, and will thereafter revert to the 39.6% We recommend that you consult your tax and investment advisors to determine whether the Roth IRA conversion strategy is right for you. level in place before 2017’s tax overhaul.

article thumbnail

The Long Game: Roth Conversions & Legacy Planning

Brown Advisory

The marginal rate for the top Federal income tax bracket is 37% until 2025, and will thereafter revert to the 39.6% We recommend that you consult your tax and investment advisors to determine whether the Roth IRA conversion strategy is right for you. level in place before 2017’s tax overhaul.