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An Overview of the Tax Treatment of Roth IRAs

Taxpayers can benefit from tax-free retirement income when they incorporate a Roth IRA into their tax planning strategies. Roth IRAs are effective tools for building tax-free wealth for retirement, but the rules governing them are complex.

This complimentary special report explains the tax treatment of contributions to Roth IRAs and distributions from Roth IRAs. It provides advanced tax planning strategies using Roth IRAs — including contributing to a Roth IRA using the backdoor conversion strategy and recharacterizing a conversion from a traditional IRA to a Roth IRA. It also discusses potential traps, such as the possible application of the step transaction doctrine to backdoor contributions and the termination of a Roth IRA on a prohibited transaction.

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