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27 September 2010

Using Stock Comp To Help Grow IRA Savings

Our latest article series, in two parts, takes on one of the hottest topics in personal finance today: Strategic Planning With Roth IRAs And Stock Compensation by Sue Stevens, a noted wealth advisor and the former director of financial planning at Morningstar. Anyone can now convert a traditional IRA to a Roth IRA, and for a conversion in 2010 you can split the taxes due over 2011 and 2012 (50% each year). Part 1 explains the rules of converting traditional IRAs to Roths, discusses the role that stock compensation can play, and examines the related planning issues. Part 2 illustrates these points with a detailed case study. These articles superbly enhance our extensive content on the use of stock compensation in retirement planning.

27 September 2010 at 05:37 PM in Financial Planning, Life Events, Restricted Stock & RSUs, Retirement Planning, Stock Options, Tax Planning, Year-End Planning |

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