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Category Archives: Roth IRA
I have read a number of conflicting views on the Roth conversion issue that relates to people over 59½. So I turn to you. I am 62 years of age. I have had a regular Roth IRA for over five … Continue reading
Top 5 Reasons to LOVE 2011 Roth Conversions
Follow the link to The Slott Report for an article on Top 5 reasons to Love 2011 Roth Conversions. The Slott Report
Posted in Ed Slott, Roth IRA, Roth IRA Advantages
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Solving Income Limits On Roth IRA Contributions
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
Posted in Rollover IRA, Roth IRA, Roth IRA Advantages, Uncategorized
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Source of Valuable Information On IRAs, Roth IRAs & Related Topics
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
Posted in Ed Slott, IRA, Rollover IRA, Roth IRA, Roth IRA Advantages
Tagged Ed Slott
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From the Wall Street Journal “What the Experts Are Doing With Their Own Roth IRAs “
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
Posted in Ed Slott, Rollover IRA, Roth IRA, Roth IRA Advantages
Tagged Roth Conversion
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Traditional IRAs vs Roth IRAs
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
Is a Roth IRA Safe From Taxes
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
Reasons Not to Convert Your IRA to a Roth IRA
Reasons Not to Convert your IRA to a Roth IRA The income tax is due when your IRA is converted You do not have the funds to pay the income tax on the conversion ourtside of IRA funds You will … Continue reading
Posted in Reasons not to convert to a Roth, Roth IRA
Tagged Reasons not to convert, Roth Conversion
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Roth IRA Benefits
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
Advantages of Roth IRA
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
