Roth IRA Conversion 2012: Are You a Good Candidate?
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You may be a good candidate for a Roth conversion in 2012 if you can answer “yes” to any of these statements.

The Absolutely Last Chance for a Massive Roth Conversion
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A tax tsunami is coming at the end of this year. This will be your last opportunity to safeguard your assets in a lifeboat and avoid getting swamped with taxes.

IRA Required Minimum Distributions, Charitable Giving and Roth Conversions
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There are three IRA tax requirements and saving techniques which collided recently for a client. I found a solution.

Roth Regrets? Still Time to Change
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David John Marotta was featured in a Wall Street Journal article about the upcoming Roth recharacterization deadline.

Market Skid May Prompt Roth IRA ‘Do-Overs’
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Marotta’s Roth segregation technique of conversion and recharacterization was featured in InvestmentNews magazine.

Roth Recharacterization 2011
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If you failed to convert anything last year, you missed an opportunity. If you converted much more than you probably wanted to, now you have to decide how much to keep.

Radio: Last Chance For A Roth Conversion
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David Marotta discusses converting your traditional IRA balance to Roth IRAs this year before tax rates go back up.

The Very Last Chance for a Massive Roth Conversion
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It is time to drive a Brink’s truck through the legal loophole of Roth conversions this year.

Last Chance for a Segregated Roth Conversion
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You are a good candidate for a Roth conversion in 2010 if you expect your tax bill to be higher in the future.

Video: A Roth Conversion Makes Cents
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There are years and situations when a Roth conversion is not appropriate, but they are often surrounded by years when it should be considered.

Video: Roth Segregation Part 1: IRA Tax Law
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A complex technique called “Roth segregation accounts” could earn your investments an extra 30% over the next two years.

Roth Segregation Accounts
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A complex technique called “Roth segregation accounts” could earn your investments an extra 30% over the next two years.

Video: Roth Segregations
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A complex technique called “Roth segregation accounts” could earn your investments an extra 30% over the next two years.

Video: Roth Segregation Part 2: Implementation
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A complex technique called “Roth segregation accounts” could earn your investments an extra 30% over the next two years.

Be Smart When You Rollover Your 401(k)
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Some 401(k) plan’s generous matching contributions are completely eroded by the plan’s excessive expenses.

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