Tag Archives: tax-free

Undoing a Roth IRA conversion may save money

The stock market’s summer nosedive was extra painful for those who recently converted their Individual Retirement Accounts to Roths. Read More

Time for a Roth IRA Rollover?

2010 presents a unique opportunity to get retirement assets into a Roth IRA account. Before this year, only taxpayers with adjusted gross incomes less than $100,000 were permitted to move assets from another qualified retirement… Read More

Bonds gain in popularity, despite current risks

Investors put a huge sum of money in bonds over the past year and a half as they sought refuge from the more volatile stock market. Another driver: the needs of a growing number of retirees who want steady income… Read More