Converting a traditional IRA to a Roth IRA has been a valuable tool to consider since the Roth was created in 1997. There are two reasons why a conversion is worth far more consideration now than in the past . First, a brief review of the basics. A Roth IRA has "back-ended tax benefits." There...
Posted to
Retirement Watch
by
Bob Carlson
on
01-09-2009
Filed under:
Filed under: Bob Carson, Estate Planning, IRA Benefits, Traditional IRA, Roth IRA, estates, Carlson, Bob Carlson, income taxes, iras, ira distributions, retirement plan, retirement, financial crisis, retirement plans, stocks, portfolios
Come January, Democrats will be in charge all over Washington. They campaigned on a theme of change, and we should expect major changes. The questions are which changes and how will they affect your retirement finances? I will focus on the changes I think are most likely to occur. When evaluating the...
Posted to
Retirement Watch
by
Bob Carlson
on
11-07-2008
Filed under:
Filed under: Bob Carson, Estate Planning, IRA Benefits, Traditional IRA, Roth IRA, estates, Estate tax, taxable gifts, gifts, Carlson, Bob Carlson, wills, income taxes, iras, ira distributions, estate taxes, retirement plan, retirement, financial crisis, retirement plans, stock, stocks, stock market, investments, portfolios, market timing, market indicators