Retirement Plan Documents Specialist Loren D. Stark Company |
Nicholas Pension Consultants |
RTD Financial Advisors |
EPIC: TPA/DPS |
Retirement Plan Legal Specialist Pentegra |
Administrator/Consultant (DC and DB) TPA Professionals |
Employee Benefits & Executive Compensation Associate Attorney Polsinelli PC |
Farmer & Betts, Inc. |
Kentucky Trust Company |
Plumbers Local Union No. 1 Benefit Funds |
Retirement Plan Administrator (TPA) Retirement Plan Consultants |
Retirement, LLC |
Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc. |
EPIC Retirement Plan Services |
Retirement Plan Relationship Manager ERISA Services, Inc. |
Employee Benefits and Executive Compensation Associate Attorney Verrill |
Retirement, LLC |
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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