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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 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.
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.
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.
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.
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.
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.
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 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 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.
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.
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.
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 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.
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.
Financial Advisor February 2010 Andrew Gluck	The Roth Puzzle New tools may help advisors determine whether a Roth conversion makes sense.
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.
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 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.
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 Advisor October 2009 Joel P. Bruckenstein	Doing The Math Technology tools can help make Roth conversions easier.
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.
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 December 27, 2011 Dan Caplinger	You've Got 4 Days Left to Do This Roth conversions for 2011 expire Dec. 31.
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 April 29, 2011 Dan Caplinger	You Can Still Make the Right Roth Move Converting still makes sense for many people.
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.
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.
Financial Planning September 1, 2007 Ed Slott	The Final Word Once you have invested in Roth 401(k)s, how do you get the money out or roll it into a Roth IRA? When will distributions be qualified and tax-free?
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.
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.
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.
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.
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.
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 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 August 4, 2006 Roy Lewis	The Roth Way to Riches It's a retirement account! It's an emergency fund! It's the amazing Roth IRA!
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 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.
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.
Financial Advisor November 2009 Eric L. Reiner	You Make The Call The decision to switch clients to Roth is anything but clear.
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 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. March 1, 2007 Kevin McKinley	A Last-Minute Stop at the IRA Shop Advisors, due to a quirk in the calendar, this year's deadline for income tax filing and IRA/Roth IRA contributions is April 17. But just because there are some extra days available doesn't mean you should put it off.
The Motley Fool January 28, 2005 Roy Lewis	What Can a Roth IRA Do for You? This tax-favored savings account offers several advantages over traditional IRAs.
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.