Roth IRA Conversions and Roth Segregation Strategies

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A Roth account has several tax advantages over the traditional IRA account.

Roth IRA Conversion: Are You a Good Candidate?

Fund a Teenager’s Million-Dollar Retirement

Smart Tax Planning for the Gap Years

Video: A Roth Conversion Makes Cents
Here is how to do a Roth Segregation conversion:

Roth Segregation Accounts

Video: Roth Segregations

Video: Roth Segregation Part 1: IRA Tax Law

Video: Roth Segregation Part 2: Implementation
Here are some specific Roth examples and techniques:

Roth IRAs: If the front door is closed, try the back door ($ ?s)

Roth 401(k) vs. Roth IRA (A guide for the perplexed)

IRA required minimum distributions, charitable giving and Roth conversions

Market skid may prompt Roth IRA ‘do-overs’
Here are examples using 2012 data:

Roth IRA Conversion 2012: A Roth Conversion Calculator

Last Chance for a Roth Conversion during 2012

Roth IRA Conversion 2012: Roth Calculator for Mr. Average

Roth IRA Conversion 2012: Roth Calculator for Ms. Small Business Owner

Roth IRA Conversion 2012: Roth Calculator for Mr. Esq

Roth IRA Conversion 2012: Roth Calculator for Prof. Low Income

Subscribe to Marotta On Money and receive free access to the presentation: Last Chance for a Massive Roth Conversion.

Follow David John Marotta:

President, CFP®, AIF®, AAMS®

David John Marotta is the Founder and President of Marotta Wealth Management. He played for the State Department chess team at age 11, graduated from Stanford, taught Computer and Information Science, and still loves math and strategy games. In addition to his financial writing, David is a co-author of The Haunting of Bob Cratchit.