2010 March | Cash Flow Planning for Life

Archive for March, 2010

Posted by Mark On March 25th

If you switch to a Roth IRA early in 2010…

…you’re allowed the maximum benefit and still reserve the right to change your mind – by recharacterizing your Roth conversion.

Let’s walk through it –

Posted by Mark On March 9th

It’s not if you should convert your traditional IRA(s), SEP(s) or SIMPLE(s) to a Roth IRA…

…but it’s how much of your those IRA(s) do you convert to a Roth IRA.