On my feature web site, I wrote an article on a couple different Strategies for Roth Conversion. I recently saw a link to an article from the Journal of Retirement Planning titled, “To Convert or Not to Convert, That is the Question.” (note – this is a link directly to a PDF file, it will offer to download directly to your computer. The carefully timed use of a Roth conversion can save you quite a bit of money, it’s worth reading up on this, and understanding the impact a Roth can have on your portfolio.
JOE