Archive - December 21, 2011

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Here’s How You Can Get Tax-Free Income From a Roth IRA Conversion

Here’s How You Can Get Tax-Free Income From a Roth IRA Conversion

If you’re in a relatively low tax bracket and have funds in a traditional IRA or Qualified Retirement Plan, chances are you might be in a position to set yourself up with tax-free income via a Roth Conversion.  One method that can work in your favor is the “fill up the bracket” technique, and if you want to do this for 2011, you’re running out of time, it must be done by December 30 (December 31 is a Saturday).

The way this works is that you determine what your regular income is, and then look at where you are with …

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