Roth IRA Conversion Week: Social Analysis and Final Thoughts
By The Slott Report Staff
Follow Me on Twitter: @theslottreport
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
Content Citation Guidelines
Below is the required verbiage that must be added to any re-branded piece from Ed Slott and Company, LLC or IRA Help, LLC. The verbiage must be used any time you take text from a piece and put it onto your own letterhead, within your newsletter, on your website, etc. Verbiage varies based on where you’re taking the content from.
Please be advised that prior to distributing re-branded content, you must send a proof to email@example.com for approval.
For white papers/other outflow pieces:
Copyright © [year of publication], [Ed Slott and Company, LLC or IRA Help, LLC - depending on what it says on the original piece] Reprinted with permission [Ed Slott and Company, LLC or IRA Help, LLC - depending on what it says on the original piece] takes no responsibility for the current accuracy of this information.
Copyright © [year of publication], Ed Slott and Company, LLC Reprinted with permission Ed Slott and Company, LLC takes no responsibility for the current accuracy of this information.
For Slott Report articles:
Copyright © [year of article], Ed Slott and Company, LLC Reprinted from The Slott Report, [insert date of article], with permission. [Insert article URL] Ed Slott and Company, LLC takes no responsibility for the current accuracy of this article.
Please contact Matt Smith at firstname.lastname@example.org or (516) 536-8282 with any questions.