Roth Conversions
Learn about Roth conversions in estate planning. Discover how converting traditional IRAs to Roth IRAs creates tax-free growth opportunities for heirs.
What are the estate planning benefits of Roth conversions?
Roth conversions can create estate planning advantages by enabling tax-free growth and distributions for beneficiaries. When you convert traditional IRA assets to a Roth IRA, heirs receive inherited funds without income tax obligations. This strategy may help preserve more wealth for your family while allowing you to manage tax timing during your lifetime.
