Cash Flow Planning for Life - Helping you reach your personal & professional financial goals.

Cash Flow Planning for Life

Helping you reach your personal & professional financial goals.

Archive for March, 2010

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 —

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Roth IRA – Important Dates to Keep In Mind

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.

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