In evaluating whether to convert a current traditional IRA to a Roth IRA,a taxpayer will utilize the Deferred and Exempt Models.

Name: In evaluating whether to convert a current traditional IRA to a Roth IRA,a taxpayer will utilize the Deferred and Exempt Models.
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The Deferred and Exempt Models are not specific terms used in evaluating IRA conversions. Instead, taxpayers consider factors like current vs. future tax rates, potential growth, and withdrawal rules.

In Evaluating Whether to Convert a Current Traditional IRA to a Roth