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Retirement Plan Documents Specialist Loren D. Stark Company
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Administrator/Consultant (DC and DB) TPA Professionals |
Employee Benefits & Executive Compensation Associate Attorney Polsinelli PC
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Farmer & Betts, Inc.
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Kentucky Trust Company
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Plumbers Local Union No. 1 Benefit Funds |
Retirement Plan Administrator (TPA) Retirement Plan Consultants
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Retirement, LLC
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Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc.
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EPIC Retirement Plan Services
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Retirement Plan Relationship Manager ERISA Services, Inc.
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Employee Benefits and Executive Compensation Associate Attorney Verrill
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Retirement, LLC
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Pentegra
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| Salvaging the 2015 Roller Coaster Ride with Your Retirement Accounts: Roth IRA Conversion Ivins, Phillips & Barker  Dec. 9, 2015 "Your retirement account's weak performance offers the opportunity to save some taxes ... through converting your traditional [IRA] to a Roth IRA.... A few things to consider ... [1] Will your income tax rate be lower now, or during your future retirement years? ... [2] Do you have a source of funds to pay the income taxes, other than the converted funds? ... [3] Are you converting an IRA that owns different kinds of assets? ... [4] Make sure that if you do decide to recharacterize, you implement your recharacterization within the required timeframe." |
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