News and Notes Archive January 2010

The Life-Cycle of a Taxable Investment

Roth IRAs, Traditional IRAs and Taxable investments


Lately there's been a lot of talk about Roth IRAs, particularly about the possibility of converting traditional IRAs into Roths.  The trigger for much of this discussion is the fact that as of the beginning of 2010, many more people are now eligible to make the conversion.  Until now, the law allowed conversions only for folks whose income was below $100,000.  That cap has now been lifted, so suddenly many folks who previously couldn't…

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