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Most of us spent 2020 experiencing upheaval like never before, both on a global scale and in our personal and professional lives. Since March 2020, the world has been in constant state of flux as we all try to get our bearings in the COVID-19 reality. To frame a terrible year in its best possible light, you could characterize this as an intense period of innovation. But is all the change we’re going through really strategic innovation? Or is it merely a knee-jerk reaction to the current moment?

I’ve spent the year watching with curiosity to see which of these new COVID-induced routines will be valuable enough to stay – the true innovations – and which are destined for the dustbin when the quarantine lifts.

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If you have ever been advised or tempted to convert your traditional IRA to a Roth, 2020 may finally be the year to make that move.

There are two factors that could make the conversion more attractive this year: the challenging economic environment, and a 2020 change in tax law that may work in your favor. We’ll cover both below.

Lower Tax Brackets

First, for many high net worth individuals, 2020 will be a challenging year with a much lower taxable income compared to prior and (hopefully) future years.

While this current situation is certainly painful, it does mean that lower IRS income tax brackets could apply for the 2020 tax year. 

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Clark Nuber
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