Search Tags:  Roth conversion

Practical guide to the Roth conversion and voluntary contributions Program

Hosts Bob Leins and Tammy Flanagan discuss all the ins and outs of the Roth IRA conversion rules and the Voluntary Contributions program.
March 1, 2010

Tags: Pay & Benefits , For Your Benefit , NITP , retirement , Roth IRA ,

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A practical guide for Roth conversions

Hosts Bob Leins and Tammy Flanagan talk about your options, if you want to convert to your Roth IRA.
July 11, 2011

Tags: pay and benefits , Roth IRA , retirement planning , estate planning , Bob Leins , Tammy Flanagan

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Three Roth IRA tax traps to avoid

A Roth IRA conversion can unfortunately trigger unintentional tax traps to the unwary IRA owner. Ed Zurndorfer, registered employee benefits consultant, points the way.

Tags: pay and benefits , tax penalties , Ed Zurndorfer

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