Roth IRA

Roth Restructure Scheme Nets Couple $2 Million Tax Bill

By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M. | July 29, 2011

The Tax Court recently upheld penalties against a couple who bought into a traditional IRA to Roth conversion scheme.
Fidelity Reports Growing Interest, and Investor Plans for Roth Conversions

By Janet Levaux, AdvisorOne | March 11, 2010

A recent Fidelity Investment survey shows tax advisors believe some 43 percent of clients would benefit from a Roth IRA conversion, given that two-thirds...

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