Show Me the Money

Advisors recommending Roth IRA conversions had better be prepared to answer these questions from clients: For years, you've told me that I should postpone income taxes on my retirement plan as long as possible. Now, you tell me I should do a Roth IRA conversion and pay all of the income tax immediately. Why do this Roth conversion? What's the payoff? Come 2010, there's no income limitation to stop

Steven E. Trytten | Sep 01, 2009

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Advisors recommending Roth IRA conversions had better be prepared to answer these questions from clients: “For years, you've told me that I should postpone income taxes on my retirement plan as long as possible. Now, you tell me I should do a Roth IRA conversion and pay all of the income tax immediately. Why do this Roth conversion? What's the payoff?”

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