Friday, January 22, 2010

Roth IRA Conversion Opportunity in 2010

In the past anyone with income over $100,000 could not perform a Roth IRA conversion. Effective January 1, 2010, the income limitations for this strategy have been removed. Bill Gates could do a Roth IRA conversion in 2010 (and almost certainly will)!

There are many key steps to doing a Roth IRA conversion properly. Perry Moore, our Director of Wealth Planning, has written an extensive white paper on the considerations surrounding a Roth IRA conversion. This white paper is available to those who contact us via our website at .We’ll be confirming contact data with you before sending out, so that we know we aren’t training our competition.