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Roth Conversion Center

  • Fidelity Offers Additional Roth IRA Conversion Tools

    November 6, 2009

    Fidelity Investments is offering new resources to help investors and advisors decide if converting a regular IRA to a Roth IRA makes financial sense.

  • To Roth or Not to Roth?

    October 1, 2009

    High-income earners aren't normally allowed to convert assets to Roth IRAs, but next year, all that will change. How do you decide which clients should take advantage of new Roth IRA rules?

  • Taking It Back

    September 1, 2009

    If your clients want to recharacterize their 2008 Roth conversions to catch a tax break, it's now or never.

  • Roth Revolution

    September 1, 2009

    Starting next year, any client at any income level can convert traditional IRAs to Roths. Now's the time to start strategizing.

  • Roth Ignorance Clouds Significant Opportunity for Advisors

    September 29, 2009

    At 83%, the majority of individual investors are clueless about the removal of income limits on Roth IRAs next year, according to research by Fidelity Investments released today.

  • Exclusive: Investors Unaware of Roth IRA Rule Changes

    September 9, 2009

    Changes in the rules governing Roth IRAs could help wealthy clients in a number of ways in 2010—if only they knew about them.