Do you do a Roth IRA Conversion in 2011 or not? That's your question. One circumstance whenever conversion makes sense is when you're bequeathing it … [Read more...]
Roth IRA Conversion 2011 After Retirement
Retirees are enjoying longer lives these days and a post-retirement conversion to a Roth IRA could have advantages for specific investors. A Roth IRA … [Read more...]
It’s Never Too Late for an Roth IRA Conversion 2011
If you're deep into your retirement, you may ponder if you should consummate an Roth IRA conversion in 2011. Well you can - now. Let's consider the … [Read more...]
Roth 401k Rollover for Non-Spouse Beneficiary
Should a Non-spousal Beneficiary Perform Roth 401k rollover? The Pension Security Act of 2006 (PPA) currently permits you to convert your company … [Read more...]
How To Correctly Structure Your Roth 401k Rollover to IRA
Do you have a few ex-employers with some funds left at each 401k plan? Consolidating these accounts into one central Roth 401k rollover account makes … [Read more...]
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