Annuity123 is dedicated to providing Americans with unbiased information about retirement, answering the tough questions you want to know.

With hundreds of articles on every retirement planning topic you can think of, peace of mind is just a click away.

Tag Archive: creative solution for converting IRA to a roth

Re-Characterizing a Traditional IRA to a Roth

Re-Characterizing a Traditional IRA to a Roth

Written By: Barry Goldwater in Newton, MA As a planner, I talk to people every day about financial priorities. It’s the usual stuff; retirees who need income, people changing jobs want to understand rollovers, young families wanting life insurance. Financial priorities are where you are right now in your life and they usually change as you live longer. Whatever your financial priority, you still need the right strategy creatively getting you to where you need to go. I say creatively, because there is always more...

View Article