“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
Permalink Submitted by Marvin Rotenberg on Fri, 2010-01-29 21:17
Howard you are absolutely correct. It is a must read article. Thanks
Marvin
Permalink Submitted by JAMES MAGNO on Mon, 2010-02-01 15:59
Marvin-
Do you have a link for this article?
Thank you!
Jim
Permalink Submitted by Anonymous (not verified) on Mon, 2010-02-01 16:41
Just Google “Market Watch 12 traps to avoid when converting to a Roth IRA” & you will find the article.
meb24
Permalink Submitted by Raj mody on Tue, 2010-02-02 03:48
Can you post or where would you read that article
Permalink Submitted by Alan Spross on Tue, 2010-02-02 04:00
Here it is:
http://www.marketwatch.com/story/12-traps-to-avoid-when-converting-to-a-…