Comments on: Roth IRA Conversion Rules Changing – Have You Reviewed Your Tax Plan? – Part II

By: Beancounter Ramblings » Blog Archive » Roth IRA Conversion Rules Changing – Have You Reviewed Your Tax Plan – Part III – Bordeaux & Bordeaux

Wed, 21 Oct 2009 21:08:02 +0000

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By: Beancounter Ramblings » Blog Archive » Roth IRA Conversion Rules Changing – Have You Reviewed Your Tax Plan – Part V – Bordeaux & Bordeaux

Wed, 21 Oct 2009 21:02:05 +0000

[...] I: What is a Roth IRA? What is changing about Roth IRA Rules? Part II: Reasons to Convert to a Roth IRA. Part III: Reasons NOT to Convert to a Roth IRA. Part IV: Planning Ideas around Converting to a [...]

By: Beancounter Ramblings » Blog Archive » Roth IRA Conversion Rules Changing - Have You Reviewed Your Tax Plan - Part I – Bordeaux & Bordeaux

Thu, 15 Oct 2009 13:11:09 +0000

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By: Britt (Your Roth IRA)

Britt (Your Roth IRA) — Tue, 13 Oct 2009 20:43:06 +0000

Excellent reasons for converting to a Roth IRA. I can’t think of any additional ones. It’s also a good idea to think ahead and imagine circumstances in which you will want to be in a Roth IRA if none of these reasons apply now. For instance, what if you don’t need funds from your Roth at age 71? With a Traditional IRA, you’re forced to take distributions. Also, who knows what tax rates will be in 3 or 4 years, much less throughout your retirement… Why take a chance? Lock in the tax-free withdrawals now, by converting to a Roth IRA!