Compare the advantages of a Roth IRA to traditional. Discusses minimum distributions, estate taxes, rate shifting and flexibility.
Explores the downside to converting from a traditional IRA to a Roth. Explains the options for how taxes must be paid.
Figure out the eligibility requirements for conversion to a Roth IRA before trying to decide if it beneficial or not. Includes several examples.
Consider the points brought up here before delving too deep into learning the details of converting to a Roth IRA.
Consider the downside to converting to a Roth IRA. Explains when sticking with a traditional IRA is more beneficial.
Read the guidelines for estimating the taxes due on converting to a Roth IRA.
Read what this author has to say about Roth conversions. Analyzes penalties, taxes and politics.
Explains what is a partial conversion, when to do one, how to do one and the consequences related.
Answers questions regarding converting to a Roth from IRAs which have periodic payments being drawn from them.
Discusses the effects of converting traditional IRAs to Roth while already in retirement.
Learn more about the rule which allows switching of funds from one type of IRA to another.
Study the options available to owners of investments in qualified plans such as the 401(k).
Find out how the fund source for conversion tax can be a major factor in determining whether a conversion is truly beneficial.
Consider when the IRA funds will be needed in deciding whether or not to convert to a Roth. Read this article for more details.