Posts Tagged ‘Roth IRA Conversion’

To Roth, or Not to Roth

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 ... more »

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Roth IRA Contributions – An Interesting “Work-Around” to the Income Limits

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 ... more »

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Roth IRA Conversions – The Basic Example

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 ... more »

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“It Just Doesn’t Feel Right”- Roth Conversion Calculators

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 ... more »

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