Should You Consider a Roth IRA Conversion?
An article by Innovest's Scott Middleton, CFA, CIMA®, Principal, Director - Investment Committee, from the Innovest 2nd Quarter Newsletter, "The Research Report."
Now that April 15’s tax reporting is in the past, here is an item worth adding: Find out whether it makes sense to convert part or all of your traditional Individual Retirement Accounts (IRAs) to a Roth IRA in 2010. A change in the tax rules gives more people access to a Roth IRA, one of the most effective vehicles to accumulate money for retirement or to pass along assets to heirs.
To continue reading Scott's article, please click here.