Self-Directed IRA Investing

Are Automatic IRAs a good idea?

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Fourth in a series of articles addressing this year’s Roth IRA conversion opportunity, this article discusses the types of retirement plans that can be converted and those who are eligible to convert and those not.  The article and links to the first three articles can be found here.
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This is the first of three of my blog entries about the 2010 opportunity to convert a traditional IRA or pension plan to a Roth IRA.  It can be found on Jeff Brown’s blog at www.bawldguy.com .   This is an important opportunity, available for the first time to all Americans, to build a tax-free savings [...]

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Join us in sunny Ft. Lauderdale on Tuesday, March 9th, at the Marriott Renaissance Hotel, 1617 Southeast 17th Street from 8:00 a.m. to 5:00 p.m., for our next Advanced Educational Event. To learn more about this event and to register, or to register for one of other Advanced Educational events scheduled for South San [...]

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By now you are probably aware of the new rule permitting conversion from a traditional IRA to a Roth IRA, regardless of your income or tax-filing status. This ruling, effective January 1st, 2010, also allows you to spread the tax impact of the conversion over three years-skipping 2010 altogether and splitting the tax between [...]

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