2015 Conference

October 15–16, 2015

Orlando, FL

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To Roth or Not: A Review and Analysis of Retirement Plan and Conversion Options

Thursday, October 15, 2015 at 4:00 PM–5:30 PM EDT

1-Council

Keywords: 5 words maximum

Roth Retirement plans, Conversion

Very short description for use in the program to help attendees understand more than a title can describe

This paper uses a number of simulation exercises and develops a broader and multi-dimensional decision framework. The results tend to show that Roth plans are under-appreciated and more people would benefit from choosing the Roth options than the pre-tax alternatives.

Lead & Corresponding Author

V Sivarama Krishnan, Ph. D, University of Central Oklahoma

Job Title

Associate Professor (Finance)

Additional Authors

Julie A. Cumbie, Ph.D., University of Central Oklahoma

Job Title

Associate Professor (Finance)