Roth IRA Conversion Guide

Posted by Madison on May 3, 2010

Roth IRA conversions are the trendy thing to do in 2010 since the income limits disappeared.

If you’re considering a traditional IRA conversion to Roth IRA this year, here’s a guide of Roth conversion articles to help you navigate conversion rules and the pros and cons of Roth IRA conversions.

Roth IRA Conversion Rules

2010 Roth Conversion Rules. Roth conversion rules and guidance about Roth conversions in 2010.

Tax treatment of Roth Conversions. Pro rata distribution rules for the Roth IRA and the 60 day rule for Roth conversions.

How to Make a Roth IRA Conversion. Once you decide if you want to make a Roth IRA conversion, here’s how to do it!

Roth IRA Conversion Strategies

Roth Conversion Strategy to Minimize Tax. Minimize the taxes on your conversions by implementing a multiple conversion strategy.

Roth Conversion Strategies. How to increase your basis in your IRA and avoid some of the taxes with Roth conversions.

Pros and Cons of Roth Conversions

Roth IRA Conversion Considerations. Pros and cons of Roth conversions and things to consider before you make a Roth conversion.

Roth IRA Conversion Calculators. A list of Roth conversion calculators to help you with your analysis.

Roth IRA Extras

Roth IRA for Kids. Want to help your kids save for the future tax free? An excellent opportunity is a Roth IRA for kids.

2010 Roth IRA Limits. In addition to your Roth IRA conversion, you can still make a regular Roth IRA contribution if you meet the income limits. Beware though, a large Roth conversion could make you ineligible to make a contribution if you elect to include the income in the current year.

Roth IRA penalty free withdrawals. Once you make your Roth conversion, you can withdraw your money tax free and penalty free after five years.

Worksheet to track Roth IRA contributions and conversions. You’re in charge of tracking your own contributions and conversions for tax purposes. Make sure you do so!

Phew! Everything you need to know about Roth IRA conversions!

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