Experts on Roth IRA Conversion


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.