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2010 Roth IRA Conversion, New Rules, and Tax Strategy

Question: I plan to participate in the opportunity to shift funds from a traditional after tax IRA to a Roth in 2010. These funds will consist of after tax contributions and taxable "earnings". I presume I will be taxed only...


Switch to a Roth IRA

Question: The article said all taxpayers, but my understanding is if you are over 70 1/2 you cannot convert to a Roth IRA. Have I been told wrong? If it can be done, how does this effect mandatory distribution in...


Income with converting Traditional IRA to a Roth IRA

Question: In converting a tradtional IRA to a Roth IRA, one takes an increase in income in the year of the conversion in the amount of the traditional IRA. Right? Charles D. Click below for answer...

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