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The Long Game: Roth Conversions & Legacy Planning

Brown Advisory

Moving to a different state, with potentially very different tax treatment for retirement assets, may change the math governing how the decision plays out over time. The marginal rate for the top Federal income tax bracket is 37% until 2025, and will thereafter revert to the 39.6% level in place before 2017’s tax overhaul.

article thumbnail

The Long Game: Roth Conversions & Legacy Planning

Brown Advisory

Moving to a different state, with potentially very different tax treatment for retirement assets, may change the math governing how the decision plays out over time. The marginal rate for the top Federal income tax bracket is 37% until 2025, and will thereafter revert to the 39.6% level in place before 2017’s tax overhaul.