New legislation taking effect in 2010 will leave many investors wondering if they should switch from a traditional IRA to a Roth IRA. A Roth IRA is different from a traditional IRA in that it is funded with after tax dollars. This gives rise to a number of considerations when setting up a Roth IRA conversion account. In many cases, these considerations can be complex and are best made with the help of an investment counselor or tax adviser. (more…)
Get Your Free Copy–IRA Rollover MIstakes to Avoid
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Explains How to Avoid Common and Costly IRA Rollover Mistakes.Can you answer these critical questions about moving your retirement money? 
Why some early retirees can take unlimited distributions from their IRAs as early as age 50 without penalty. The one compelling reason to leave funds in your company 401k even after you retire If you own shares of employer stock in your 401k, there’s a potentially HUGE tax break available to you. Naming your beneficiaries—why your spouse or children can be the worst choice The best way to receive your retirement funds—why the wrong type of payment could cost you $100,000 in withheld tax