| Similar Articles |
|---|
 |
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
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, 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, 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. |
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. |
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. |
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
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. |
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. |
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. |
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
October 31, 2006
Dan Caplinger |
Should You Convert Your IRA? New rules may make switching to a Roth IRA your best move. |
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
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. |
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
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. |
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. |
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
May 20, 2010
Dan Caplinger |
The Biggest Investing Fizzle of 2010 Roth conversions have turned out to be an unpopular deal. |
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.
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. |
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
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
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. |
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. |
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. |
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. |
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. |
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
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
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. |
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 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
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. |
The Motley Fool
May 17, 2004 |
How Roth IRAs Work Learn the difference between traditional and Roth IRAs. |
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. |
Entrepreneur
September 2007
Jennifer Pellet |
Roth Redux A new act raises the ban off of Roth IRAs. |
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 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. |
Financial Advisor
February 2010
Andrew Gluck |
The Roth Puzzle New tools may help advisors determine whether a Roth conversion makes sense. |
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. |
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. |
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! |
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. |
The Motley Fool
January 26, 2009
Dan Caplinger |
Nondeductible IRAs: Worth the Hassle? Why lock up your money without a good benefit? For high-income individuals who are covered by a retirement plan at work there's a type of IRA that you don't hear much about. |
The Motley Fool
April 29, 2011
Dan Caplinger |
You Can Still Make the Right Roth Move Converting still makes sense for many people. |
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 8, 2010
Dan Caplinger |
The Right Way to Invest Your Roth Make your Roth a key part of your financial strategy. |
