Balanced Wealth Strategies hero: The Ten-Year Clock — Roth conversions and the inherited IRA ten-year rule, Part Two.
Tax & Estate Planning

The Ten-Year Clock: How a Roth Conversion Changes What Your Heirs Actually Keep

The SECURE Act’s ten-year rule can tax an inherited IRA at your heirs’ highest rate. Part Two of a three-part series looks at how a Roth conversion changes what your children actually keep.