Which of the Following Conditions Would Generally Not Favor the Rollover

question 19

Multiple Choice

Which of the following conditions would generally not favor the rollover of an untaxed retirement fund (e.g.,traditional IRA or 401(k) plan) to a Roth account?

• A)expected higher tax rates at retirement
• B)significant after-tax funds available to pay taxes
• C)an advanced age of the taxpayer
• D)All of the above create favorable conditions for a rollover to a Roth.

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Definitions:

Angiography

A medical imaging technique used to visualize the inside of blood vessels and organs of the body, with particular interest in the arteries, veins, and the heart chambers.

X-ray

a form of electromagnetic radiation used in medical imaging to generate images of structures within the body, particularly bones.

Atrioventricular

Pertaining to the atria and ventricles of the heart, or the connection or coordination between them.

Mitral Stenosis

A narrowing of the mitral valve opening in the heart, restricting blood flow from the left atrium to the left ventricle.