Do Roth IRA Conversions Offer a Brand-NUA Opportunity?
This makes it two in a row for Michael J. Jones, CPA, the newest member of our LISI Commentator team. Yesterday’s release on “No-Roth 401(k) Left Behind Program should have said, “Mike Jones and Bob Keebler’s No-Roth 401(k) Left Behind Program!” Mea culpa – and with deep apologies to Mike for this oversight! Michael J. Jones, CPA is a partner in Thompson Jones LLP, in Monterey, California and holds CPA licenses in California and Minnesota. He is a consultant in the areas of wealth transfer strategy, trust and probate matters, and family business transitions. Mike is the author of The Pension Answer Book: Special Supplement on the Final Regulations Governing Minimum Required Distributions (Panel Publishers, June 2002). He serves on the Editorial Advisory Board of Trusts and Estates as Chair, Retirement Benefits Committee. Please join us in welcoming Mike Jones who shares a warning with LISI members about some NUA ideas out there! EXECUTIVE SUMMARY: This is a warning about a highly aggre
