Roth Nuances You Need to Know
Jun 22, 2009 (Updated on Jul 23, 2010)
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By Elaine Floyd, CFP®
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.