8 Years Later, Same Old Questions: Evaluating Roth IRAs

by Mark H. Gaudet

The Taxpayer Relief Act of 1997 introduced a new type of IRA for taxpayers and investors—the Roth IRA.

Eight years have passed since the enactment of that law, but many taxpayers are still questioning whether or not they should contribute to a Roth IRA. They are also questioning whether they should convert or rollover a portion of their traditional IRA into a Roth IRA.

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There is no clear rule of thumb behind either question, because the answers depend substantially on assumptions about the future. In order to answer these questions, you need a framework from which to evaluate your unique circumstances and assumptions.

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