Bulletin Board Notice
Between now and 2010, your clients will be asking you “Should I convert to a Roth IRA now? Should I convert to a Roth IRA in 2010, when the $100,000 income ceiling is lifted? Should I make my 401(k)/403(b) contribution to a traditional pretax account, or to a designated Roth account?”
You need to start thinking about how you'll answer those questions. A good place to start the process of analyzing the Roth option is the excellent article by Bob Keebler and Stephen Bigge, published in the May-June 2007 issue of the CCH Journal of Retirement Planning, “To Convert or Not to Convert: That is the Question.” I’ve posted the article here with permission of the authors. With apologies to Hamlet,
Click here to read “To Convert or Not to Convert: That is the Question.”
This article is reprinted with the publisher’s permission from the Journal of Retirement Planning, a bi-monthly journal published by CCH, a Wolters Kluwer business. Copying or distribution without the publisher’s permission is prohibited. To subscribe to the Journal of Retirement Planning or other CCH Journals please call 800-449-8114 or visit www.tax.cchgroup.com.