Beware of Roth Conversions Video
Mar 18, 2010
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The talk of 2010 is the ability to convert your Traditional IRA to a Roth IRA and spread the taxes out over a two year period. What are the pro’s and con’s of such a move? Is it right for everyone? Since we all believe taxes will go up in the future, doesn’t it make sense to eliminate that future tax situation now? Learn the Facts! We will examine four sample client situations:
1. Retiree
2. Age 50+ person
3. 30 & 40 Something person
4. CPA mistakes in advising clients to ‘save on taxes’




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