IRA conversion to Roth may have silver lining

Hottle II, M.
December 2001
Westchester County Business Journal;12/10/2001, Vol. 40 Issue 50, p22
Reports the conversion of individual retirement accounts (IRA) into equities in the United States. Rules affecting the conversion; Importance of professional consultation in contemplating the conversion; Suitability of a situation in the implementation of the conversion.


Related Articles

  • The Case for Rolling Over Appreciated Employer Stock. Auster, Rolf // National Public Accountant;Nov99, Vol. 44 Issue 9, p9 

    Focuses on the advantages of rolling over appreciated employer stocks, when distributed by a qualified deferred compensation plan, to an individual retirement account in the United States. Tax-deferred dividends; Tax-free trading; Sunk cost reduction; Example of rollover versus retention...

  • Evaluating the Tax Benefits of Deducting Stock Market Losses in IRAs. Brennan, Julia M.; Hulse, David S. // Journal of Financial Service Professionals;Sep2003, Vol. 57 Issue 5, p45 

    Explains how to evaluate the tax benefits of deducting stock market losses in individual retirement accounts (IRA). Relevant tax law; Development of a theoretical framework for evaluating the decision to liquidate an IRA; Numerical examples.

  • EBRI miscalculation.  // Pensions & Investments;8/5/2002, Vol. 30 Issue 16, p10 

    Editorial. Focuses on the effect of retirement plan assets on the stock value of WorldCom Inc. in Washington. Estimation of the business losses of the company; Decrease of stock prices; Accounts on the impartiality of the research conducted by the Employee Benefit Research Institute.

  • readers talk.  // DRIP Investor;Mar2000, Vol. 9 Issue 3, p3 

    Presents a question-and-answer advisory on stock investment. Discussion on the advantages and disadvantages of owning stock in street name; Factors affecting long-term investment strategies; Explanation on contributing to the Roth Individual Retirement Account based on annual income levels.

  • Bank on this. Hetzer, Barbara // Working Mother;Mar2000, p66 

    Offers tips for managing one's personal finances. Opening of a Roth individual retirement account; Saving for retirement through a company 401(k) plan; Purchase of stocks in blue-chip firms. INSET: Money mavericks..

  • An annuity inside an IRA? Don't be ridiculous. Chamberlin, George // San Diego Business Journal;02/21/2000, Vol. 21 Issue 8, p47 

    Answers inquiries about personal investments in the United States. Purchase of an annuity from an individual retirement account; Meaning of `whisper numbers' in stock trading.

  • To Roth or Not to Roth; It's a No-Brainer, Really. Chamberlin, George // San Diego Business Journal;04/19/99, Vol. 20 Issue 16, p41 

    Answers queries related to money management. Conversion of a traditional individual retirement account (IRA) to a Roth IRA; Best strategy for protecting investments in utility stocks.

  • Is it best to roll cash or stock into an IRA? Israelov, Rhoda // Indianapolis Business Journal;4/2/2001, Vol. 22 Issue 3, p39 

    Presents a letter concerning the guidelines for proper investment of individual retirement accounts (IRA) in Indianapolis, Indiana. Options for stock rollovers; Disadvantage of selling stocks in 401(K) plans; Use of net unrealized appreciation in rollovers.

  • How to donate part of a mutual fund to charity. Israelov, Rhoda // Indianapolis Business Journal;02/08/99, Vol. 19 Issue 48, p47 

    Offers tips on investing. Donation of shares of stock to a charity; Conversion of an individual retirement account (IRA) into a Roth IRA.


Other Topics