Roth IRA Conversion Week: Social Analysis and Final Thoughts
By The Slott Report Staff
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Our Roth Conversion Week detailed many facets of the Roth conversion conversation ("Is a Roth conversion right for me?"), the advantages and disadvantages of conversions into Roth IRAs and Roth 401(k)s and finally, the Top 10 Roth conversion mistakes you should avoid.
You can go here to read all of the articles published during Roth Conversion Week.
Several "contributors" via social media also provided some excellent commentary regarding the power and complexities of Roth conversions. Below are the best thoughts from other financial advisors and thought leaders on the topic.
Separate Roth Conversions by investment. Keep the best and recharacterize (undo) the rest. You pick the winner! #RothConversionWeek
— John Nowak (@nowak_john) May 16, 2014
THINK THINK MT @nowak_john: Retired before Social Security benefits? Roth Conversion use 10-15% brackets before benefits #RothConversionWeek
— Yoenis Cespedes (@AppFlyer) May 16, 2014
Roth Conversion + charitable donation + appreciated stock? Offset conversion income with large multi-year stock gift. #RothConversionWeek
— John Nowak (@nowak_john) May 15, 2014
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