Welcome to RothConversion.org

RothConversion.org is an informational website created and maintained by Barry R. Milberg to share information and opinions on the new rules for Roth IRA Conversions. 

Be sure to check out the Suggested Reading, Seminar/Webinar and Links pages that you can navigate to from the the sidebar to your right or the tabs above.

ALL COMMENTS ARE WELCOME!

One Comment

  • Brian Fentiman says:

    I have a question Barry. I was a member of an LLC where my 401K administrator (my partner) has never given me a statement from any of the Roth 401K he set up for me and my other partner and is now giving me a hard time now that I’ve set up another IRA and have requested he sign off on the roll over. Has he violated any SEC rules? Can he refuse not to agree to the roll over?

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