RESEARCH CENTER >> ROTH IRA:
OVERVIEW
Beginning in 2010, there is an exciting new opportunity for higher-income investors saving for retirement. The Tax Increase Prevention and Reconciliation Act of 2005 (TIPRA)* contains provisions that will remove the income limits for millions of investors and enable them to convert their existing IRA and old qualified accounts to Roth IRAs. To help you take understand these rule changes, please click the links below:
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New Roth IRA Conversion Rules
An explanation of the new opportunity to convert IRA and other qualified plan assets into a Roth IRA.
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Roth IRA Calculator
Interactive calculator that will show the potential advantages and tax consequences of converting qualified assets into a Roth IRA..
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 NOTE 1: Please note that some of these are PDF documents and the Adobe Acrobat Reader is required for viewing. A copy of the viewer may be downloaded directly from the download page on the Adobe Web site |