Wednesday, March 17, 2010

New CRR Issue Brief: "Should You Convert a Traditional IRA Into a Roth IRA?"

The Center for Retirement Research at Boston College has released a new Issue in Brief by Richard W. Kopcke and Francis M. Vitagliano titled
"Should You Convert a Traditional IRA Into a Roth IRA?"

The brief finds that converting a traditional IRA to a Roth IRA may appeal to people who:

  • expect their tax rates to rise in retirement;
  • prefer more flexible withdrawal options; and/or
  • wish to increase their tax-sheltered assets.

This brief is available here.

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