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Financial Planning
January 1, 2011
Ed Slott |
Q&A: Roth IRAs Advisors should be ready for a slew of new tax-related questions about 2010 and 2011 Roth IRA conversions. Here are some of the most frequent questions I receive from financial advisors.   |
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. |
Investment Advisor
April 2010
Michael S. Fischer |
The Roth Wave Tax advisors believe a Roth IRA conversion would benefit 43% of their clients this year, according to a new study. |
Financial Advisor
November 2009
Eric L. Reiner |
You Make The Call The decision to switch clients to Roth is anything but clear. |
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. |
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. |
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. |
Financial Advisor
October 2009
Joel P. Bruckenstein |
Doing The Math Technology tools can help make Roth conversions easier. |
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. |
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
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. |
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. |
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. |
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. |
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. |
Financial Planning
March 1, 2010
Ed Slott |
Not So Fast The Roth IRA conversion floodgates are open. But while the attraction of "tax-free forever" can be powerful, Roth conversions can trigger unintended tax traps and financial problems that are often not addressed until it's too late. |
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. |
Financial Planning
April 1, 2013
Ed Slott |
New Rules for Roth 401(k) Conversions Changes for in-plan conversions are buried deep in the fiscal cliff tax deal. Here s how they may affect your clients. |
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. |
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
September 1, 2009
Ed Slott |
Taking It Back Many clients who did a Roth conversion last year have seen their account values decline, some drastically so. Now is the time to look at recharacterization to eliminate the tax liability on the lost account value. |
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 Planning
May 1, 2008
Ed Slott |
Time To Convert? If your client wants to convert employer plan funds directly to a Roth IRA, there are some new Internal Revenue Service rules you should be aware of. |
Investment Advisor
May 2008
Melanie Waddell |
Introducing the Wealthy to Roth IRAs Advisors take heed: The income limit on participants in Roth IRAs disappears in 2010. |
Investment Advisor
August 2007
Jaime J. Raskulinecz |
The Tax-Free Investing Opportunity When all is said and done, what makes the Roth IRA such a wonderful wealth accumulation device is not just the tax-free nature of accumulation and distributions. It has the potential to add additional decades of tax-free investing beyond what is offered by an ordinary IRA. |
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? |
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
August 23, 2010
Dan Caplinger |
This Roth Trick Is a Sure Thing The do-over option lets you keep winners and ditch losers ... if you plan ahead. |
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
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. |
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. |
Investment Advisor
October 2010 |
A PIF in Action Consider the following Roth conversion situation: A client converts her $1 million traditional IRA to a Roth IRA resulting in federal tax at today's top bracket (35%) of $350,000. |
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. |
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
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. |
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. |
Entrepreneur
September 2007
Jennifer Pellet |
Roth Redux A new act raises the ban off of Roth IRAs. |
The Motley Fool
October 5, 2011
Dan Caplinger |
This Do-Over Could Save You Thousands It's time to consider reversing your Roth conversion. |
The Motley Fool
March 8, 2010
Robert Brokamp |
Should You Convert to a Roth? Pros Weigh In When would you like a tax break -- today or tomorrow? The answer may determine if a Roth IRA is right for you. |
The Motley Fool
January 29, 2010
Dan Caplinger |
Answer This Question Before You Convert Your IRA How you plan to use your retirement money makes a difference in whether you should convert your IRAs to Roths. |
Registered Rep.
December 12, 2014
Mark Miller |
When Paying Taxes on Retirement Accounts Makes Sense It's almost a mantra of financial planning: Defer taxes on investments whenever you can, for as long as possible. In some situations, it can make sense. |
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 9, 2009
Selena Maranjian |
A Huge Opportunity Approaches Anyone who wants a regret-free retirement should start reading up on Roth IRAs. |
The Motley Fool
August 29, 2008
James Brumley |
Let the Bear Help You Save Taxes It's a great time to consider a Roth conversion. With the recent bear market, conversion is getting cheaper again. As IRA balances drop, the taxes due on conversion fall. If you have cash on the sidelines anyway, converting lets you use your cash to buy tax savings for the rest of your life. |
Financial Planning
January 1, 2013
Ed Slott |
Cut Taxes for 2013 A portion of the health care law could carry some unpleasant surprises for high-income taxpayers. |
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. |
The Motley Fool
May 20, 2010
Dan Caplinger |
The Biggest Investing Fizzle of 2010 Roth conversions have turned out to be an unpopular deal. |
The Motley Fool
May 17, 2004 |
How Roth IRAs Work Learn the difference between traditional and Roth IRAs. |
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 |
Investment Advisor
October 2009
James J. Green |
B/D Briefing: Conversion Time Merrill Lynch makes a big push to prepare reps for Roth conversions. |
