Posts Tagged ‘Roth’


Could a Roth IRA Conversion Affect a Student’s Financial Aid?

Icon Provided by Joseph Regenstein IV, CMFC on April 27, 2010

Run the numbers, because the answer could be “yes.” An underreported story. In 2010, we have a wave of IRA owners converting traditional IRAs to Roths. There are all kinds of compelling reasons to make that move. Yet for some IRA owners, the conversion may have an unintended consequence: it may reduce their son or [...]

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Tags: college financial aid, education costs, fafsa, family incomes, financial aid decisions, free application for federal student aid, Roth, roth conversions, roth ira conversion, unintended consequence


Roth IRA Conversions For 2010

Icon Provided by Joseph Regenstein IV, CMFC on February 2, 2010

In 2010, anyone may convert a traditional IRA to a Roth IRA. No income limits will stand in the way of the conversion.1 Should you do it? Here’s why it may (or may not) make sense for you to go Roth next year.

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Tags: beneficiaries, beneficiary, distributions, heirs, IRA, ira assets, irs, life expectancy, minimum withdrawals, older investors, retirement, Roth, roth ira conversion


Don’t Forget These 2009 Tax Breaks!

Icon Provided by Joseph Regenstein IV, CMFC on November 3, 2009

The year goes by, you get busy … and tax-saving opportunities slip away. So as a reminder, this article is here to reacquaint you with some of the notable federal tax breaks offered this year. The first-time homebuyer credit. This is the up-to-$8,000 credit available in 2009 to anyone who hasn’t owned a home during [...]

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Tags: assets, business owner, business owners, distributions, excise taxes, health plan, IRA, irs, joseph regenstein, money, rainstone, required minimum distribution, Roth, roth ira, section 179 deduction

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