Tag: Conversions

We Want to Draft Your Legacy

Mega-IRAs Could Be a Source for New Public Policies

October 4, 2021
Congressional Democrats are weighing a new type of required distribution from individual retirement accounts, based on the account value instead of age, according to a discussion list of policy ideas obtained by CNBC.
Read More

What Do I Need to Know about Roth IRA Conversions?

December 17, 2020
Many investors took advantage of the pandemic-induced market decline this spring to do big Roth conversions and pay less tax on reduced asset values.
Read More
Welch Law, PLLC

641 University Blvd., STE 108,

Jupiter, FL 33458

Get Directions
Integrity Marketing Solutions - Estate Planning Marketing
Powered by
chevron-down