Self-Directed IRA Investing

An educational blog by Tom Anderson, PENSCO Trust Company Founder & Vice Chairman

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Entries from March 2010

2010 Roth Conversion Opportunity

January 20th, 2010 · No Comments

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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Tags: IRA · Retirement · Roth IRA · retirement funds · self-directed IRA