To Roth or Not to Roth, That is the Question

The majority (83%) of individual investors are clueless about the removal of income limits on Roth IRAs next year, according to research by Fidelity Investments released today.

Fidelity’s findings are much worse than an earlier study by Bank Investment Consultant, Financial Planning and On Wall Street, which found that only 42% of those clients knew about the changes affecting Roth IRAs next year.

Are you informed? There may never be a better time for a Roth conversion. Find out why and if this makes sense for you. Read on....