Archive - November 29, 2009

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How Much Should You Convert to a Roth IRA?

How Much Should You Convert to a Roth IRA?

When people find out how much tax they would have to pay to convert their IRA from traditional to Roth, it’s often times a conversion show stopper.  Even if all the analysis shows that conversion would be clearly beneficial to their after-tax retirement income levels or provide estate planning benefits, there’s a gigantic psychological hurdle with writing a check to the IRS sooner rather than later.  However, the conversion decision can become more attractive when you realize it’s not an all or nothing decision.  You can choose to convert just part of your traditional IRA balance.   Partial Roth Conversion Strategy

How do you decide

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