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Quoted in Dallas Morning News on 2010 Roth conversions

October 25, 2009 By Jean Keener, CFP, CRPC

I had the opportunity to talk with Pamela Yip, personal finance columnist at the Dallas Morning News, a couple weeks back about 2010 Roth IRA conversions.  Her article provides a good synopsis of the changes for 2010, and quotes me on when conversion makes the most sense.  Click here to read the … [Read more...]

Filed Under: News, Our Advice in the News, Retirement Tagged With: 2010 Roth Conversion, 2010 Roth IRA conversions, IRA, Retirement, Roth IRA, Roth IRA conversion

Partial Roth Conversion Strategy

October 13, 2009 By Jean Keener, CFP, CRPC

When people find out how much tax they would have to pay to convert their IRA from traditional to Roth, it’s often times a conversion show stopper.  Even if all the analysis shows that conversion would be clearly beneficial to their after-tax retirement income levels or provide estate planning … [Read more...]

Filed Under: Retirement, Taxes, Your Finances Tagged With: 2010 Roth Conversion, Investing, IRA, Partial Roth Conversion, retirement planning, roth conversion strategies, Roth IRA, Roth IRA conversion, roth segregation strategy

Roth conversion as estate planning technique

September 28, 2009 By Jean Keener, CFP, CRPC

Medicare IRMAA planning

The 2010 lifting of income limits for Roth IRA conversions creates a sizable opportunity to reduce estate taxes.  We’ve already discussed Roth IRA conversion basics, and who might want to convert.  But if your estate is potentially subject to the estate tax at your death, you have an additional … [Read more...]

Filed Under: Estate Planning, News, Taxes, Your Finances Tagged With: 2010 Roth Conversion, estate planning, estate planning techniques, Roth IRA conversion

Who should consider Roth conversion

September 18, 2009 By Jean Keener, CFP, CRPC

Given the historic opportunity of 2010 to spread the tax payment over 2 years in 2011 and 2012, everyone with a traditional IRA should take at least one look at Roth IRA conversion for next year. It is most beneficial to you when all of these apply: You'll pay the resulting "conversion" tax … [Read more...]

Filed Under: Investing, Retirement, Taxes, Your Finances Tagged With: 2010 Roth Conversion, estate planning, IRA, Retirement, retirement income, retirement planning, Roth IRA, Roth IRA conversion

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