Roth IRA Conversion – Part 1

President's Advisory Panel for Federal Tax Reform

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Here are the attractive benefits of a Roth IRA Conversion.

  1. To pay income tax on the converted amount at a potentially lower rate this year and enjoy the INCOME-tax- FREE growth in the future;
  2. No RMD requirement during the life time of a taxpayer; 沒有強制提款法規要求
  3. The tax payer’s heirs could potentially enjoy income-tax-exempted Qualified Distribution and a certain extent of the income-tax-free growth benefits of the Roth IRA inheritance in the future.免稅增值好處可延給下一代
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