|
QUESTION:
|
Using an inhieratance to convert | | My wife stands to inherierit about %50K in the next few years. About 90 % of our retirement dollars are untaxed (in an IRA). I would like to use that 'found money' to pay the tax on a Roth conversion for most of the IRA. Your advice and council please. |  | asked by bransdp, 8/23/2009 |
|
Categories:
Retirement Quotes, IRAs, Tax Planning, 401k, Asset Protection, Volunteering, Transitioning to Retirement, Accumulating Assets, Financial Planning for Retirement, Retirement Income, Social Security, Retirement Investing, Estate Planning, Pre Retirement
|
|
|
| ANSWERS: | | Answered by: Editorial, 08/24/09
Overall Rating:  Be the first to rate it. | This type of question is best handled by a Financial Advisor. A financial advisor should review all of your assets and liabilities and help you create a holistic plan that can maximize ALL of your resources to create maximum wealth and a secure retirement.
NewRetirement can match you to a prescreened advisor here:
https://www.newretirement.com/Services/Professional_Financial_Advisors_Advice.aspx
Or, you can review more information about Roth IRAs here: https://www.newretirement.com/Services/Rollover_Comparison.aspx
Login to rate this answer: |
|
|
|