Experts on Roth IRA Conversion

Chris Grande August 18, 2010 Retirement, Your Money No Comments

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!

About The Author

Chris Grande

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This material is not a complete analysis of all material facts respecting any law, tax rule, issuer, industry or security or of your investment objectives, parameters, needs or financial situation, and therefore is not a sufficient basis alone on which to base a financial or investment decision. Chris Grande and/or his clients may hold positions (long or short) in investments discussed. Please consult your own advisor before making any financial/investment decisions.

This disclaimer is not exhaustive. In other words, please think for yourself after reading my articles! And go to our Necessary Disclosures page for more information.

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About The Author

Chris Grande