Roth IRA Conversions: Summary

Last Updated Jan 6, 2010 10:20 AM EST

As we've seen this week, there are a number of important things to consider regarding Roth IRA conversions. And there are many more things to consider that we weren't able to cover here.

A decision like this is exceptionally complicated. It's important to consult your investment advisor if you believe converting your traditional IRA to a Roth IRA may make sense. Also, as with any decisions that involve taxes, you should consult a tax planner to find out what issues may impact you the most specifically.

In closing here are some additional resources on Roth IRA conversions.

Don't Rush Into Roth IRA Conversions-- My MoneyWatch colleague Charlie Farrell wrote an excellent article detailing why conversions are not a slam dunk for everyone.

Roth on Roth IRAs and 401(k)s-- Another MoneyWatch colleague, Allan Roth, discusses some of the differences between traditional and Roth IRAs.

The Rockin' Tax-Free Roth -- Paulette Miniter discusses some of the advantages of investing in a Roth IRA.

Follow the series: Roth IRA Conversions

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    Larry Swedroe is director of research for The BAM Alliance. He has authored or co-authored 13 books, including his most recent, Think, Act, and Invest Like Warren Buffett. His opinions and comments expressed on this site are his own and may not accurately reflect those of the firm.