To Roth or Not to Roth: Maybe Not

RELATED CONTENT

Taxes Will Make or Break Roth Conversions

Will taxes be higher now or later? That is the big question that needs to be answered when deciding whether clients should convert their traditional IRAs to Roths. Fortunately, there are several strategies that can hedge a conversion now and mitigate the short-term tax hit.

Higher Tax Rates Ahead: The Intelligent Advisor's Guide to Helping Clients Plan

The year 2010 will be a tax bonanza for many clients and prospects, but 2011 could be very sobering—though the final numbers have not been decided yet. Help clients get in position for whatever may come with these suggestions on moving income, taking capital gains, accelerating deductions, and repositioning assets.

Roth Nuances You Need to Know

Roth conversions could keep you very busy next year once the $100,000 income threshold lifts in 2010. The rules surrounding Roth IRAs are complicated, with serious tax and income implications for the unschooled. Start thinking through what's right for your clients with these strategies for conversions.