Imagine you’re 65 with $1.2 million in an IRA and a lingering question: should you convert your account into a Roth IRA? The answer may depend on how you go about it. A Roth conversion can provide ...
The Roth 2010 Conversion Package from Advisors Trusted Advisor (ATA) is designed to help you cope with the new opportunities and challenges presented by the rules affecting IRA conversions. The ...