Nonfiction
Book
0 Holds on 1 Copy
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Details
PUBLISHED
©2011
DESCRIPTION
xx, 276 pages : illustrations, charts ; 23 cm
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NOTES
What's new -- Special notes to the reader regarding several technical issues -- Topics that are not covered in the Roth Revolution -- Roth IRA conversions and the dream of tax-free income for generations -- Measuring the benefits of a Roth conversion -- Measuring the benefits of Roth IRA conversions in light of two new tax increases -- A deathbed Roth IRA conversion story -- MY Roth IRA conversion story: how I got started with both Roth IRA conversions -- Three buckets of money story -- Typical Roth IRA conversion advice: it is not usually advantageous to convert the entire IRA -- How much and when you should convert to a Roth IRA -- Converting non-deductible IRAs and after-tax dollars in retirement plans without having to pay any taxes -- An aggressive strategy - the Roth launcher - recharacterizing or undoing a Roth IRA conversion -- Potential pitfalls of a Roth IRA conversion -- Synergistic strategies of Roth IRA conversions and delaying or even returning your social security -- Specific advice to taxpayers in different tax brackets -- Times when you should spend your Roth IRA -- Roth IRA conversions and charitable beneficiaries -- Roth IRAs, Roth 401 (K)s and Roth 403 (B)s in the accumulation years -- Estate planning for Roth IRA owners -- Roth conversions now possible in 401(K) and 403 (B) plans -- Combining different strategies