Wealth Planning>Retirement Planning

Plan Ahead for Roth IRA Conversions

Beginning in 2010, individuals are allowed to convert or roll over certain distributions from retirement plans and IRAs to Roth IRAs regardless of their modified adjusted gross income. Complex rules apply. Here are some key points about how the rules work, some examples and how they could save you some income taxes. It will help you decide whether you want a Roth IRA. What Can You Roll Over? If you're

Marcia Chadwick Holt | Sep 01, 2010

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Beginning in 2010, individuals are allowed to convert or roll over certain distributions from retirement plans and IRAs to Roth IRAs regardless of their modified adjusted gross income. Complex rules apply. Here are some key points about how the rules work, some examples and how they could save you some income taxes. It will help you decide whether you want a Roth IRA.

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TAGS: Research / WMIQ Retirement Planning Archive

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