Bonanza or Bust? Roth Conversions in 2010

Stolz, Richard F.
December 2009
Journal of Financial Planning;Dec2009, Vol. 22 Issue 12, p18
Academic Journal
The article discusses the significance of the 2010 Roth individual retirement accounts (IRA) conversion opportunity towards the financial planners in the U.S. It is stated that the opportunity was a boom for financial planners. The opportunity was started in 2006 when the Tax Increase Prevention and Reconciliation Act 2005 (TIPRA) was established in the state. It also presents several insights from various certified financial planners (CFP) and certified public accountant (CPA) regarding on the influence and conversion framework of Roth IRA. It further provides information on the strategies made by various CPA and CFP towards the conversion opportunity.


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