"12 Traps to Avoid when Converting to a Roth" | Ed Slott and Company, LLC

"12 Traps to Avoid when Converting to a Roth"

Having read an excellent article by Retirement Weekly ("12 Traps to Avoid When Converting to a Roth") of which there is a link leading to it on the Ed Slott website, one can attest that this piece is simply a must-read for anyone considering converting to a Roth or to people who are in an advisory capacity (such as financial planners) towards those considering this significant move. If you think you know "pretty much all the potential pitfulls" regarding a Roth conversion.....you may reconsider after reading this article. Several of the 12 potential traps (or landmines) are ones that you RARELY read about on financial planning websites. Make sure you read it and perhaps run off some copies. A lot of financial planners' clients will thank you for it. Howard S. Sample Toledo

Howard you are absolutely correct. It is a must read article. Thanks Marvin

Marvin- Do you have a link for this article? Thank you! Jim

Just Google "Market Watch 12 traps to avoid when converting to a Roth IRA" & you will find the article. meb24

Can you post or where would you read that article
 

Find members of Ed Slott's Elite IRA Advisor GroupSM in your area.
We neither keep nor share your information entered on this form.
 

I agree to the terms and services:

You may review the terms and conditions here.