Experts on Roth IRA Conversion

8.18.2010

Many of you know I am a fan of the Roth IRA – I have advised people in higher tax brackets to convert if they can stomach the conversion tax. For some more color on this, here is an article with 4 experts and what they are doing personally:

FA Magazine

Of the 4 experts mentioned in the article:

Ed Slott  - I have attended 4 of his workshops in person

Bob Keebler – I get his thoughts on a mail service fairly regularly

Natalie Choate – I get her thoughts on the same mail service occasionally

It’s nice to get info from these specialists – which I pass on to my clients when appropriate.

Enjoy!

Note: this article is meant to be some helpful thoughts to share and not investment advice specific to you. Please consult your own advisor regarding investment and financial decisions. Please see our disclosures page for more information.