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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." MORE >> |
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