You have non-traditional IRA assets like investments in real estate, mortgages and limited partnerships. You want to move those assets to a Roth IRA.
This can be very, very difficult.
Print out this week's Retirement Fears and show it to your financial advisor. Or you can just make sure to work with an educated financial advisor who already KNOWS this stuff. Go to www.irahelp.com to find an Ed Slott-trained advisor in your area.
CLICK HERE to read this installment of Retirement Fears.
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*Copyright 2010 Ed Slott and Company, LLC
Tuesday, August 10, 2010
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