The Intricacies of Funding and Tapping a Roth IRA
Jan 8, 2007 (Updated on Jan 14, 2010)
/
By Helen Modly, CFP, CWPA, and Sandra Atkins, CPA/PFS
The new tax law drastically increases the number of taxpayers who will have future access to Roth IRA types of accounts. Be prepared to discuss the planning opportunities that may exist given the new rules on contributions, conversions, taxes, distributions, and holding periods.