Roth IRA Conversions

Roth IRA Conversions

Roth IRA Conversion resources at your fingertips!

Browse our sub-topics below to watch, listen, or read more about your subject of interest. Interested in more? Swing over to our blog to for more information about roth IRA conversions.

What is a Roth IRA Conversion?

Go Roth! with Kaye Thomas, JD
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Roth Conversion Stories
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Roth IRA Conversion Strategies from the Horse's Mouth with Elaine Floyd, CFP
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Roth IRA Conversions: The Secret (Four Part Series)
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The Essence of a Roth IRA Conversion
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The Roth Revolution: Pay Taxes Once and Never Again
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Roth IRAs: Accumulation Tax-Free Wealth
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Roth IRA Conversions- An aggressive Strategy
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What are the advantages of a Roth IRA Conversion?

"The Roth Launcher" with Steven Kohman, CPA, CSEP, CSRP
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Cutting-Edge Roth IRA Conversion Strategies with Barry Picker, CPA/PFS, CFP
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Roth IRAs and the Concept of Purchasing Power
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Roth IRA Conversions - Lower Taxes=Greater Benefits
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The Roth IRA Advantage
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The Roth Revolution: Pay Taxes Once and Never Again
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Roth: Four Little Letters Leading to Long-Term Financial Security
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How does the coordination of Roth IRA Conversion and Social Security Maximization benefit you?

Maximizing Social Security & Roth IRA Conversions with Mary Beth Franklin, CFP
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Enhanced Social Security Planning: Getting the Most Out of Your Social Security Benefits
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The Secrets to Maxing Out Your Social Security with Dr. Laurence Kotlikoff
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The Synergy of Roth IRA Conversions & Social Security
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Roth IRA Conversions and Social Security
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Chapter 3: Same-Sex Couples and Social Security Benefits (applies to all couples, goes into great detail on the coordination of benefits and conversions)
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James Lange, CPA

Jim is a nationally-recognized tax, retirement and estate planning CPA with a thriving registered investment advisory practice in Pittsburgh, Pennsylvania.  He is the President and Founder of The Roth IRA Institute™ and the bestselling author of Retire Secure! Pay Taxes Later (first and second editions) and The Roth Revolution: Pay Taxes Once and Never Again.  He offers well-researched, time-tested recommendations focusing on the unique needs of individuals with appreciable assets in their IRAs and 401(k) plans.  His plans include tax-savvy advice, and intricate beneficiary designations for IRAs and other retirement plans.  Jim's advice and recommendations have received national attention from syndicated columnist Jane Bryant Quinn, his recommendations frequently appear in The Wall Street Journal, and his articles have been published in Financial Planning, Kiplinger's Retirement Reports and The Tax Adviser (AICPA).  Both of Jim’s books have been acclaimed by over 60 industry experts including Charles Schwab, Roger Ibbotson, Natalie Choate, Ed Slott, and Bob Keebler.

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