Roth IRA Conversion

5 Proposed Rules for Retirement Accounts

Posted on: April 22nd, 2014
Our tax attorneys covered several pending federal revisions in our Tax Changes for 2015, one of which affects retirement accounts. ...

Don’t Pay more than 24.5% Tax on Your Roth Conversion

Posted on: January 13th, 2011
Do you think you have to pay income tax on large ($500k++) Roth IRA conversions at the top marginal tax rates? Think again. I have recommend the following strategy to several of my clients. In most cases, you can stay with your current investment manager....

IRA Experts Keen On Roth Conversions

Posted on: August 21st, 2010
Three of four prominent IRA experts have either already utilized a Roth conversion or plan to do so, and the fourth says he plans to if the market gets even worse....
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