roth ira

Here are a number of articles that I found on the net that discuss the pros and cons of converting a traditional IRA to a Roth IRA.

• April 4, 2010.  “The Debate Goes On: To Roth or Not to Roth?” – InvestmentNews:  “For the superwealthy, conversion is a slam-dunk; others should be more careful.  The following is an edited transcript of an InvestmentNews.com webcast held in New York on March 9.  . . . To listen to the archive of the webcast, visit Investmentnews.com/rothtranscript and click ‘View archive’.”  One of the panelists was Ed Slott, the renowned IRA expert.

• March 21, 2010.  “Many Wealthy Investors Reluctant to Do Roth IRA Conversions” – InvestmentNews:  “Many are ideal candidates, but they also face biggest tax bills.  Mutual fund companies are reporting a brisk business in Roth IRA conversions as a result of a change in the tax law, but there is one segment of the public that is decidedly cool to the idea, even though their financial advisers are urging them to take the plunge.  Wealth advisers said that a lot of their clients, many of whom would benefit […]