Posts tagged "roth conversion"

IRA Tax and the Roth Conversion

By: Clay Wyatt A tax-deferred account, such as an IRA, can be converted to a Roth IRA. The money will then be taxed at the present time, at the time of conversion, instead of during retirement. Whether or not this is a good option for you depends on your financial situation and how much IRA tax you will pay and […]

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Posted by bobrichards - October 27, 2011 at 8:36 pm

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Roth IRA Rollover 2011

Your Roth IRA Rollover 2011

Astute investors seek not only to make good investments but t also pay as little tax as possible ion their gains.  If you begin your retirement planning to minimize taxes, then for sure you have considered a Roth IRA rollover 2011.  You may take into account converting your company’s defined contribution retirement plan (e.g. 401k,403b) to a Roth IRA rollover […]

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Posted by bobrichards - July 11, 2011 at 6:21 pm

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tax relief

Tax Relief with IRA-to-Roth IRA Conversions

Both earnings within and withdrawals from a Roth IRA are tax free therefore providing maximum tax relief. This remains correct for your Roth beneficiary even though he’ll need to make annual minimum required distributions. If that beneficiary is extremely young, the tax-free account growth provides a considerable benefit of a Roth IRA and massive tax savings of his life time. […]

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Posted by bobrichards - February 18, 2010 at 9:44 pm

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