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On Wall Street June 1, 2010 E. Thomas Foster Jr.	The Myths and Realities of Roth IRA Conversions Think the conversion privilege is just a one-year opportunity? Think again.
The Motley Fool October 31, 2006 Dan Caplinger	Should You Convert Your IRA? New rules may make switching to a Roth IRA your best move.
The Motley Fool May 20, 2010 Dan Caplinger	The Biggest Investing Fizzle of 2010 Roth conversions have turned out to be an unpopular deal.
Financial Planning November 1, 2010 Ed Slott	Just Do It Many clients are still sitting precariously on the fence, trying to decide whether a 2010 Roth conversion makes sense.
Financial Planning September 1, 2006 Ed Slott	IRA Time Travel Advisors had two new tax laws with IRA provisions to chew on over the summer. One law (TIPRA) contains IRA provisions that take effect years from now, while the other, (HERO), has provisions that can be used for prior years.
The Motley Fool May 27, 2005 Roy Lewis	New Rules for Roth IRA Some changes in tax law will make it easier to move funds from a traditional IRA to a Roth.
The Motley Fool January 5, 2010 Dan Caplinger	The Smartest Money Move You'll Ever Make The right answer to this question could mean millions. the doors are open for those who want to convert existing retirement accounts to Roth IRAs. And never before have so many people been interested in making the move.
The Motley Fool January 8, 2010 Dan Caplinger	The Right Way to Invest Your Roth Make your Roth a key part of your financial strategy.
The Motley Fool April 4, 2008 Dan Caplinger	The Best Stocks for Your IRA With time running out to make an IRA contribution for the 2007 tax year, you'll need to get on the ball. Here are a few tips for picking the best stocks for your new IRA.
The Motley Fool May 23, 2011 Chuck Saletta	Get In Through the Roth Back Door With a major conversion limit gone, switching to a Roth makes more sense than ever.
The Motley Fool October 5, 2011 Dan Caplinger	This Do-Over Could Save You Thousands It's time to consider reversing your Roth conversion.
AskMen.com Nick Kennedy	Hyman Roth On Roth IRAs With new rule changes coming in 2010, we examine if a Roth IRA still makes sense -- with quotes from the Godfather's Hyman Roth for guidance.
Financial Planning May 1, 2011 Ed Slott	Not So Fast Just as 2010 may have been the year of the Roth conversion, 2011 may be the year of the Roth recharacterization.
Financial Planning February 1, 2012 Allan Roth	Betting On A Roth Conversion In these financially tumultuous times, Roth conversion strategies can reduce risk substantially for clients in 2012.
On Wall Street February 1, 2010 Dru Donatelli	Rethinking Roth Conversion Unlike most investment decisions, if a client's Roth conversion doesn't go as well as you planned, you can turn back the clock to fix the problem.
Entrepreneur January 2010 Carol Tice	A New Way to Save Beginning in January, new tax provisions give high-income earners an opportunity to transfer money from a traditional IRA into a Roth IRA.
The Motley Fool January 6, 2010 Dan Caplinger	Why You Should Convert to a Roth Right Now With a free do-over in your pocket, there's no reason why you should wait to do a Roth conversion.
BusinessWeek October 18, 2004 Lewis Braham	Easing The Tax Bite On Your IRA Converting your retirement account now to a Roth IRA lets you take advantage of today's low rates.
The Motley Fool September 8, 2009 Dan Caplinger	This Smart Money Move Is Worth Waiting For On Jan. 1, millions of investors will get an opportunity that many have never had before -- the ability to convert some of their retirement funds into a Roth IRA.
The Motley Fool April 9, 2008 Dan Caplinger	The Investment Opportunity You Can't Afford to Miss The Roth IRA celebrates 10 years of tax savings. But right now, you have only another week to take advantage of it for 2007 -- and the savings are too good to miss.
The Motley Fool October 1, 2004 Roy Lewis	A Simpler Conversion A new IRA conversion rule will let you ignore minimum distributions in computing threshold incomes.
The Motley Fool January 4, 2010 Dan Caplinger	This Amazing Opportunity Begins Today Until today, many didn't have access to what may prove to be the most important investing tool you'll ever find, but Roth IRAs are now open to everyone.
Financial Planning September 1, 2009 Donald Jay Korn	Roth Revolution Starting in 2010, anyone can convert a traditional IRA to a Roth IRA, regardless of income.
Registered Rep. April 1, 2008 Kevin McKinley	Roth To Riches Roth IRAs are so valuable to your retiring clients. Here are three ways to help earners in the upper echelon get some tax-free retirement income from them, too.
Financial Planning September 1, 2010 Ed Slott	Starting Over Below are a few Roth recharacterization traps your client might face and how you can avoid or even fix them.
BusinessWeek October 22, 2009 Chris Farrell	Should You Roth? Converting your 401(k) to a Roth IRA may be your best retirement bet, but you'll still get a tax bill
Financial Planning January 1, 2010 Ed Slott	The Year of the Roth In 2010, you should evaluate whether roth conversions make sense for all your clients. Here's what to do.
The Motley Fool April 12, 2010 Dan Caplinger	The Key Decision You Must Make This Week Which kind of IRA should you open?
The Motley Fool January 26, 2010 Dan Caplinger	Why a Roth May Be Wrong for You Converting to a Roth isn't the best solution for everyone, and unfortunately, you can't figure out the best answer for yourself by looking at just a single issue.
Registered Rep. August 18, 2010 Behrendt & Panosh	Life Insurance Vs. Roth Conversion There may be an alternative strategy for higher net worth clients who are intrigued by the tax-free growth of a Roth IRA, but who ultimately reject the Roth conversion because of its negative income tax implications.
The Motley Fool December 3, 2004 David Braze	Roth IRA Conversion Considerations This is a good time of year to be thinking of your IRA plans. The ability to ultimately take tax-free withdrawals from a Roth IRA makes a conversion seem attractive.
The Motley Fool July 14, 2009 Dan Caplinger	The Best Way to Invest $5,000 Today You really need this weapon in your investing arsenal. If you're not using a Roth IRA to invest up to its current maximum of $5,000 per year -- $6,000 for those 50 or older -- then you should remedy that situation quickly. Your portfolio's depending on it.
The Motley Fool December 1, 2008 Dan Caplinger	Get a Bear Market Do-Over Amazingly, the IRS gives taxpayers an opportunity to call a do-over on investment losses. Known as a recharacterization, the tax laws basically let you undo your conversion, wiping out the tax liability you would've had to pay.
The Motley Fool October 28, 2010 Dan Caplinger	This No-Lose Opportunity Ends Soon Some special provisions for Roth conversions expire at the end of the year.
Registered Rep. November 1, 2005 Kevin McKinley	Doing the Family a Favor When you suggest to your recently retired clients that they consider moving money from an IRA to a Roth IRA, you may not want to highlight the fact that this year's check to the IRS is going to be a bit bigger than expected.
Financial Advisor May 2008 Tracey Longo	Sweet Deal Starting in 2010, anyone, regardless of income, can convert his or her traditional IRA to a Roth IRA. Will higher-income investors be prepared to do so?
On Wall Street January 1, 2009 Bennett Voyles	Moving to a Roth IRA in a Bear Market The down market may be a good time to consider changes in your clients' retirement accounts.
The Motley Fool October 6, 2006 Roy Lewis	Top 10 Roth IRA Questions The Roth is a powerful investing tool. Find out how to make it work for you.
The Motley Fool December 27, 2011 Dan Caplinger	You've Got 4 Days Left to Do This Roth conversions for 2011 expire Dec. 31.
Registered Rep. March 1, 2008 Kevin McKinley	Roth To The Rescue A Roth IRA can substantially reduce a retiree's tax bill. Here are three reasons people nearing retirement should put money into their Roth IRAs right now.
The Motley Fool April 15, 2011 Dan Caplinger	Why You Must Get a Tax Extension This Year Roth conversion rules argue for getting an extension even if you don't need it.
Financial Planning June 1, 2007 David E. Adler	Seeking Tax Alpha Advisors can't control the performance of the investments they choose for their clients, but they do have some control over the taxes those investments will generate. A few smart asset-location decisions will increase a portfolio's real return.
Registered Rep. May 21, 2015 Kevin McKinley	Six Questions to Ask Before Rolling Over a Retirement Account Casually and carelessly moving all of the money from a client's 401(k) or 403(b) to a self-directed IRA can mean lost opportunities, higher taxes, and unnecessary costs to the client.
The Motley Fool January 27, 2010 Dan Caplinger	Are You Too Old for a Roth IRA? Those with short time horizons miss out on many benefits, but not all.
Registered Rep. June 1, 2012 Kevin McKinley	Goosing Returns by Reducing Taxes Take a look at your clients' 1040s to show how you can save them real money right now, and in retirement.
Financial Planning December 1, 2008 Jeanne Lee	Taxes: Going Up? After President-elect Obama takes office, many experts expect an increase in capital gains and income tax rates for high-net-worth individuals. Advisors might want to consider examining the potential impact of higher rates on clients' portfolios and retirement strategies.
The Motley Fool December 2, 2009 Dan Caplinger	Your IRA Needs These Stocks Get everything you can from the tax advantages IRAs offer.
The Motley Fool August 24, 2006 Dan Caplinger	Relieve Your Tax Burden: Part 2 Tax-favored accounts like Roth IRAs, qualified retirement plans, and 529 plans present some useful options to investors. Here's a guide to the quirks of less aggressive investment accounts.
The Motley Fool May 17, 2004	How Roth IRAs Work Learn the difference between traditional and Roth IRAs.
BusinessWeek August 13, 2009 Amy Feldman	Is a Roth IRA Right for You? New rules beginning in 2010 will allow higher-income holders of traditional IRAs to convert to a Roth IRA. But it pays to run the numbers first.