Category Archives: Roth IRA Advantages

Lewis RobinsonTop 5 Reasons to LOVE 2011 Roth Conversions

Lewis Robinson (Feb 14, 2011)

Follow the link to The Slott Report for an article on Top 5 reasons to Love 2011 Roth Conversions. The Slott Report

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Lewis RobinsonSolving Income Limits On Roth IRA Contributions

Lewis Robinson (Jan 11, 2011)

January 11, 2011 The limitations for making a Roth IRA contribution are as follows: Single taxpayers can not make a Roth IRA contribution if their modified adjusted gross income (MAGI) is $122,000 or more for 2011 Married taxpayers can not … Continue reading →

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Lewis RobinsonSource of Valuable Information On IRAs, Roth IRAs & Related Topics

Lewis Robinson (Oct 09, 2010)

October 9, 2010 I recommend visiting Ed Slott’s Web page for a discussion forum where you can ask questions and also see other questions and the answers to those questions. http://www.irahelp.com/forum/viewforum.php?f=1

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Lewis RobinsonFrom the Wall Street Journal “What the Experts Are Doing With Their Own Roth IRAs “

Lewis Robinson (Aug 14, 2010)

The following is a link to an  article by Laura Saunders that was in the August 14, 2010 Wall Street Journal  Online Edition. What the Experts Are Doing With Their Own Roth IRAs

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Lewis RobinsonTraditional IRAs vs Roth IRAs

Lewis Robinson (Jul 03, 2010)

When I ask a client who is still working what they think of Roth IRAs, they usually say they would rather contribute to a traditional IRA so they can get a tax deduction. My next question to them is, “Are … Continue reading →

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Lewis RobinsonIf I Convert, Do I Have To Convert All of My Traditional IRAs or 401(k)s To a Roth IRA?

Lewis Robinson (Jun 28, 2010)

Questions from Clients: 1)    If I convert, do I have to convert the total of all my Traditional IRAs or 401(k)s to a Roth IRA? a)     You don’t. You can convert any portion of your Traditional IRA or 401(k) b)    My advice … Continue reading →

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Lewis RobinsonIs a Roth IRA Safe From Taxes

Lewis Robinson (Jun 20, 2010)

A June, 2010 article from The Wall Street J0urnal by Laura Saunders Is a Roth IRA Safe From Taxes? Congress wouldn’t tax Roth IRAs, would it? It is a burning question for thousands of taxpayers now deciding whether to pay … Continue reading →

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Lewis RobinsonRoth IRA Benefits

Lewis Robinson (May 09, 2010)

Roth IRA Benefits Tax free income in retirement- keeping taxable income low, even when taxes increase Roth owners age 70 1/2 or older and still working (have earned income) can continue to make Roth IRA contributions Roth conversions can be … Continue reading →

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Lewis RobinsonAdvantages of Roth IRA

Lewis Robinson (Mar 25, 2010)

Distributions are tax-free No required distribution at age 70 1/2 as you have to do with a regular IRA Does not count as earnings in calculating the taxable portion of Social Security benefits Provides funds in retirement that are not … Continue reading →

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