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2010 Roth IRA Conversion

Unforeseen Consequences of the Roth IRA Conversion

by JoeTaxpayer on January 20, 2010

This is another guest post from JoeTaxpayer. On my blog, I’ve shared several articles that discussed the Roth IRA conversion event of 2010 in great length and detail. While this is can be a great opportunity for many, there are several instances that a conversion does not. I looked to JoeTaxpayer to share some pros and cons of the Roth IRA conversion and for unforeseen consequences that could result.

Unforeseen Consequences of the Roth IRA Conversion

photo credit: KayVee.INC

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Can You Rollover Your 401k to a Roth IRA?

August 17, 2009 401K Planning

Whenever you leave your job, you have a decision to make with your 401k plan. Typically, most people will initiate a 401k rollover to a traditional IRA. A common question that I’ve been getting lately is if you can roll over your 401k into a Roth IRA and how you do it. Or [...]

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Gone Daddy Gone – AGI Restriction For Roth IRA Conversion

July 6, 2009 IRA Universe

In 1982 the Violent Femmes released the title track to their debut album “Gone Daddy Gone” that went on to be an epic album. Almost just an epic event is the lifting of the $100,000 AGI (Adjusted Gross Income) restriction for individual or couples that are looking to do a Roth IRA Conversion. As it [...]

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Four things that are making you poor

June 5, 2009 Dollars and Cents

This was originally a guest post on My Super Charged Life. If you need a little motivation now and again, be sure to check this blog out. You can see the original article here.
Do you always feel that that you can never catch up financially? For many, the rate race seems like a never [...]

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7 Things You Need to Know About the Roth IRA Rules for 2009

January 8, 2009 IRA Universe

Iknow, I know. Another post on the Roth IRA? I wouldn’t write about it again, if I didn’t feel it wasn’t important to write about. If you haven’t realized this, the Roth IRA and Roth 401k will have a huge impact on retirement planning over the course of the next several decades and it’s important [...]

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Roth IRA- Time To Convert Your Traditional IRA’s and 401k’s?

December 22, 2008 IRA Universe

The 2010 Roth IRA Conversion event can’t get here soon enough. As you may know, this is the time that anybody will be able to convert their traditional IRA’s to Roth IRA’s no matter your income level. But currently as it stands now, if you make over $100,000 AGI Married Filing Jointly, your left counting [...]

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IRA Recharacterization

November 17, 2008 IRA Universe

As the stock market continues its roller coaster of 2008, many are seeking for positive news. While I’m sure that there are many good buys out there, one thing that is certain are that we can look to benefit from tax savings. How, you ask? Well, in down times, one thing that investors can look [...]

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Make Too Much For a Roth IRA

October 30, 2008 IRA Universe

photo credit: StreetFly JZ
As I’ve mentioned before, Roth IRA’s are a great investment tool to take advantage of when preparing for retirement. (If you don’t have one, you need to open a Roth IRA account right now.) This is largely due to the tax free benefit that is entitled to you once you take [...]

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