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Roth Segregation Strategy

A powerful pro-active tool for maximizing wealth.

The Tax Code allows taxpayers who convert their traditional individual retirement accounts to Roth IRAs to recharacterize the assets back to traditional IRAs. Historically, these recharacterizations were thought of simply as a way to undo impermissible or unfavorable Roth IRA conversions. As we explain, however, they can also be a powerful proactive strategy for maximizing wealth in retirement. 

Background

When an IRA owner converts a traditional IRA to a

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