Free: Roth Conversion Secrets: The 5 Biggest Mistakes IRA Millionaires Make…and seven questions to determine if you’re leaving a fortune at the doorstep of the IRS
The subject of converting your IRA savings into Roth IRAs seems to be very controversial – and it shouldn’t be. The established paradigms about when to convert and how much to convert are almost as useless as the popular opinions about which tax bracket one should convert into. And these false beliefs lead to several mistakes when doing Roth conversions.
After nearly four decades as a financial advisor, and more than thirteen years of specializing in Roth conversions, the author wan... [Read More...]