You Make The Call

In Financial Advisor, October 2009, Benjamin Tobias was quoted in the article You Make The Call by Eric L. Reiner. Updated Roth IRA conversion rules are going into effect in 2010 and many are examining the difficult decision of converting an IRA to a Roth IRA.  Benjamin stated that “People with taxable estates who have significant money in IRAs have the greatest potential for long-term savings” with a Roth conversion.

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