Large balance 401K balance 800k would it be better to convert to a roth ira than leaving tne balance to heirs as is.
You'd better research the tax consequences of converting to a Roth.
Call no one or doing nothing until you do your research on all the funds. good question though I know that if you leave an IRA or 401K it is taxed to the beneficiary as it would have been taxed to the deceased but if that is not true of Roth's then it would be a better deal. it might be you could not rollover a non taxed fund to the ROTH though. good question I plan to watch your answers.