Roth IRAs

5 IRA planning strategies to use now

By Ed Slott

Published June 25, 2018 1:55 PM EDT 9 Min Read

Make the conversion late in the year when tax results for the full year can be more accurately estimated, especially given the current market volatility.

But there’s an exception to that advice. If the market takes a big dip earlier in the year, consider converting while stock prices are low.

Founder

Ed Slott, a CPA in Rockville Centre, New York, is an IRA distribution expert, professional speaker and author of several books on IRAs. He is also the founder of Ed Slott & Co. Follow him on … Read full bio

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