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The Journal of Wealth Management

The Journal of Wealth Management

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Primary Article

New Findings on Strategic IRA Investing

Frank N Caliendo, W. Cris Lewis and Tyler J. Bowles
The Journal of Wealth Management Spring 2001, 3 (4) 49-53; DOI: https://doi.org/10.3905/jwm.2001.320394
Frank N Caliendo
A research assistant in the department of economics at Utah State University in Logan
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W. Cris Lewis
A professor in the department of economics at Utah State University
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Tyler J. Bowles
An assistant professor in the department of economics at Utah State University
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Abstract

This article explores the issue of strategic IRA investing, but does so from an unusual premise. Comparing the traditional IRA with the Roth IRA, the authors confirm the well-known conclusion that the Roth alternative is preferable if the income tax rate during the distribution period is greater than the tax rate during the accumulation period and vice versa. However, they take the analysis a step further, demonstrating that this conventional wisdom only holds, however, if the individual is investing only in an IRA. If an individual is making unsheltered investments and IRA contributions, the Roth IRA is preferable to the regular IRA when the two tax rates are equal. They conclude with a review of the implications of converting from a traditional to a Roth IRA.

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The Journal of Wealth Management
Vol. 3, Issue 4
Spring 2001
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New Findings on Strategic IRA Investing
Frank N Caliendo, W. Cris Lewis, Tyler J. Bowles
The Journal of Wealth Management Jan 2001, 3 (4) 49-53; DOI: 10.3905/jwm.2001.320394

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New Findings on Strategic IRA Investing
Frank N Caliendo, W. Cris Lewis, Tyler J. Bowles
The Journal of Wealth Management Jan 2001, 3 (4) 49-53; DOI: 10.3905/jwm.2001.320394
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  • Investment Implications of the Estate Tax
  • Wealth Management
  • The Three Forms of Governance
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