Suggested Reading

January 1, 2010  Roth IRA Conversions: “What you need to know but may not have known to ask…” ( by Barry R. Milberg

Fall 2009  Expansion of Roth Conversions  (excerpt courtesy of ERISA Views by Sal Tripodi, Esquire

December 16, 2009  A Roth Conversion Loophole You Can Use (Mainstreet powered by the By Jeff Brown

December 14, 2009  The Roth Conversion Question (Forbes Magazine) by Ashlea Ebeling

December 7, 2009  Reassessing Roth IRAs: 2010 Presents a One-Time Opportunity from the IRS (Wolff Samson Tax Alert)

November 23, 2009  Roth to Riches? Determining Whether a Roth Conversion Makes Sense (Bernstein Global Wealth Advisors)

Copyright © 2009 Barry R. Milberg   All Rights Reserved

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