Posts Tagged ‘Roth conversion’
Tuesday, April 6th, 2010 by Cass Chappell, CFP®
My official "stance" on the Roth Conversion opportunity
Executive Summary:
It’s at the bottom of this post. But, read the whole article…it’ll be more fun.
In a prior post, I showed how using funds ...
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Tags: future tax brackets, Investor Fear, IRA distributions, opportunity cost of waiting, Pay now or Pay later, Roth 2010, Roth contributions, Roth conversion, Roth Conversion Opportunity, Roth IRA, Roth IRA Conversion, Roth opportunity, side account, Tax-free withdrawals
Posted in Financial Planning, Roth IRAs | No Comments »
Monday, March 8th, 2010 by Cass Chappell, CFP®
[If you are an investor who makes more than the income limit for contributions to a Roth IRA - this MAY be for you!]
Many people have Roth IRA's that they opened ...
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Tags: AGI limit, Convert Rollover IRAs, high income earner, Income Limits, Non-deductible IRAs, Roth "work-around" solution, Roth 2010, Roth contributions, Roth conversion, Roth IRA, Roth IRA Conversion
Posted in Roth IRAs | No Comments »
Friday, February 5th, 2010 by Cass Chappell, CFP®
The decision to convert Traditional IRA funds (or a 401k) to a Roth IRA can be a difficult decision. In many cases it involves the use of several assumptions. Changing those ...
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Tags: Roth 2010, Roth conversion, Roth conversion calculator, Roth IRA, Roth IRA Conversion
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Monday, January 25th, 2010 by Cass Chappell, CFP®
Note from the author: This is the first of many blogs dealing with the 2010 tax rule allowing anyone to convert traditional retirement funds into a Roth IRA. The decision whether ...
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Tags: Roth 2010, Roth conversion, Roth conversion calculator, Roth IRA, Roth IRA Conversion
Posted in Financial Planning, Investments, Roth IRAs | No Comments »
Monday, January 4th, 2010 by Charles Mayfield, CFP®
Happy New Year to everyone! As we are busy hanging up our new calendars, let's take a moment to cover some basic 'early year' strategies and action steps that can get ...
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Tags: 401k, books & records, Contributing to a 401(k), Flexible Spending Accounts, FSA, Health savings accounts, HSA, income tax deductions, Organization, Roth 2010, Roth conversion, Roth IRA, tax planning, Tax strategies
Posted in Financial Planning, Investments | No Comments »
Thursday, March 5th, 2009 by Cass Chappell, CFP®
I have been searching for ANY silver lining to the current stormy clouds that almost all investors have been weathering.
2010 should be an exciting year for investors who are still saving ...
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Tags: 401k, Conversion, income tax, IRA conversion, Retirement Planning, Roth conversion, Roth IRA, stock market investing, tax deductible, tax planning
Posted in Financial Planning, Investments, Roth IRAs | No Comments »
