Tuesday, March 2, 2010

12 TRAPS TO AVOID WHEN CONVERTING TO A ROTH

I have been getting a lot of questions about the advantages and disadvantages of converting traditional IRA’s to Roth IRA’s. Everybody’s situation is different so there is not a “one size fits all” answer. There are a lot of variables that need to be considered. Attached is an article that Josh Rinard of our staff sent to me about the traps to watch out for. I thought you might be interested if you are considering converting.

Robert Powell: 12 traps to avoid when converting to a Roth