Should you convert your Traditional IRA to a Roth IRA?

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Should you convert your Traditional IRA to a Roth IRA?

Under new rules, 2010 marks the first time many investors can convert a Traditional IRA to a Roth IRA.  This presents an outstanding opportunity to minimize future taxes, avoid required minimum distributions and leave an income tax free legacy for your children and grandchildren!

With a customized estate plan, this legacy may provide for your children and grandchildren decades of tax-free growth, which may be protected from lawsuits, divorcing spouses and estate taxes.

What is special in 2010?  The $100,000 Modified Adjusted Gross Income limitation no longer applies.  Now anyone can convert from a Traditional to a Roth IRA.

  • Should you make the conversion?
  • If you make the conversion who should be your beneficiary?

Find out the answers in one of two ways.

  1. Attend a FREE one-hour educational workshop on April 1, Thursday at 10 a.m. or 2:00 p.m. at the Ameritel Inn, 7965 W. Emerald, Boise, Idaho to learn the answers to these questions.  Reservations are required so call The Graham Law Office, 208-344-0375 for reservations.
  2. Visit our website after April 5, and the handouts from the April 1 presentation will be available.

Susan M. Graham

Susan M. Graham is founder of Senior Edge Legal (known previously as The Graham Law Office, P.A.). An authority on estate planning and elder law, Ms. Graham is a widely acclaimed speaker and seminar leader in the field of estate planning. Ms. Graham’s journey into estate planning stems from personal experience, witnessing the profound challenges faced by loved ones left without a plan.