Estate and Elder Law

Recent Posts

Ballard Spahr LLP: Fiscal Cliff Legislation Provides New In-Plan Roth Conversion Opportunity
Posted on 8 Jan 2013 by Ballard Spahr LLP

By Brian M. Pinheiro and Josh Bobrin The newly enacted American Taxpayer Relief Act (H.R. 8) includes a significant new opportunity to perform "in-plan" conversions of pretax dollars to Roth (after-tax) dollars of funds held in defined... Read More