Quote:
Originally Posted by dewilson58
Just got an email today from an investment guy (who I have listened to over the years)..................."Given the slump in the market, you should convert some traditional IRA dollars to Roth."
 |
what is the thought process behind that decision? just curious, is it to reduce future RMD in by creating a smaller IRA? but then if the market comes back, you are right back in the same situation. . . if your IRA was cut in half, would the mean to take out more? sounds like a tax minimization strategy of some sort.
just curious as i also look for hidden incentives. . and this one is a head scratcher for me. . so I must be missing something . .