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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.
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.
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.
Financial Advisor September 2009 John Carl	Your Clients' Retirement DNA Understanding a client's many savings plans, as well as her career path and investment choices, means you're ready to analyze how she's uniquely positioned for retirement.
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 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.
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.
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 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 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 February 8, 2007 Mary Dalrymple	I Love Roth 401(k)s If you've ever looked into opening an individual retirement account, you've no doubt discovered the Roth IRA. Now there's a new option for its devoted fans, the Roth 401(k).
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.
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 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.
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 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.
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.
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 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 October 1, 2004 Roy Lewis	A Simpler Conversion A new IRA conversion rule will let you ignore minimum distributions in computing threshold incomes.
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.
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 April 12, 2010 Dan Caplinger	The Key Decision You Must Make This Week Which kind of IRA should you open?
The Motley Fool October 19, 2009 Dan Caplinger	Your Best Path to Retirement Riches A Roth IRA may not be your best bet.
The Motley Fool March 26, 2007 Rich Duprey	3 Steps to Supercharge Your Retirement Savings Remember those New Year's savings resolutions you made? It's time to follow through.
The Motley Fool May 17, 2004	How Roth IRAs Work Learn the difference between traditional and Roth IRAs.
Investment Advisor July 2005	Assessing the Roth 401(k) It may not be around forever, but there are real benefits for the next decade.
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 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 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.
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.
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 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 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.
Financial Advisor February 2010 Andrew Gluck	The Roth Puzzle New tools may help advisors determine whether a Roth conversion makes sense.
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.
The Motley Fool August 18, 2006 Selena Maranjian	A Roth IRA Loophole It's not so bad to be rich anymore. There's a new loophole wealthier savers may be able to take advantage of.
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.
Investment Advisor October 2009 James J. Green	B/D Briefing: Conversion Time Merrill Lynch makes a big push to prepare reps for Roth conversions.
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.
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 July 20, 2009 Dan Caplinger	Why a Roth Could Be All Wrong for You Even with all their features, Roth IRAs might not be your best choice.
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 March 10, 2005 Robert Brokamp	Why the Roth Rules Compared with a 401(k) or traditional IRA, a Roth likely will lead to more money in retirement.
The Motley Fool September 16, 2005 Selena Maranjian	Come on Down, Roth 401(k)! There will soon be a new kid on the block: the Roth 401(k). Here's how it works.
The Motley Fool October 5, 2011 Dan Caplinger	This Do-Over Could Save You Thousands It's time to consider reversing your Roth conversion.
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 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 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.