Rocbridge Investment Management

Financial Common SenseSM
The source for fee-only investment news, tips & strategies for long-term success.

29
December

Expert Answers To Your Roth Conversion Questions

By Craig Buckhout · No Comment(s)

From time to time we will be sharing insights from some of the people in our network of professional advisors who assist our clients with tax advice, estate planning, and other issues. Following is an interview with Michael J. Reilly, CPA, Partner in Charge of Tax Services at Dannible and McKee, LLP—Certified Public Accountants and [...]

10
April

Is it Time to Convert Your Traditional IRA?

By Anthony Farella · No Comment(s)

Individuals are permitted to convert their Traditional IRAs (“TIRA”) to Roth IRAs if they meet current income limitations set by the IRS.  In 2010 the income limits are removed allowing anyone to convert.  I set out to examine when OR if a client should convert their traditional IRA to a Roth IRA.