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05.09.2023 - Roth Conv

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Valuing a Roth Conversion under Tax and Return Uncertainty
Presented by Jim DiLellio, PhD, Pepperdine|Graziadio Business School
Jim Dilellio

In this webinar, James DiLellio, Pepperdine Graziadio Business School associate professor of decision sciences, reviewed the difference between traditional and Roth IRAs, funding options to pay for the tax liability from the conversion, how to identify uncertain future conditions that lead to the optimal decision to convert, how to quantify the breakeven point for a conversion funded by a taxable investment with significant unrealized capital gains, and demonstrated an online calculator to help facilitate optimal decision making.


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