2010: The Year of the Roth

With: Delmar Gillette

2010: The Year of the Roth

Session#: 930-01

The year 2010 promises to bring a wave of taxpayers seeking to convert their traditional IRAs to Roth IRAs. As tax professionals we need to fi lter out all of the hype. Is converting from a traditional IRA to a Roth IRA the right move for everyone? We don't know and can't advise our clients until we understand what questions to ask. Before your clients make a move with their IRAs, they'll want to talk to a tax professional who understands the modifi ed tax law. Walk away from this session with strategies that will help you determine when and if a conversion is appropriate for them.

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