Bell Investment Advisors Offers New White Paper, 'Is a Roth IRA Conversion Right for You?'
OAKLAND, Calif., Nov. 12, 2010 /PRNewswire/ -- Bell Investment Advisors, Inc., a Bay Area registered investment advisory firm, today announced they are now offering to the public a free white paper, "Is a Roth IRA Conversion Right for You?" The firm offers free white papers and webinars as part of an ongoing educational series.
The current white paper answers some pressing questions and clarifies some issues surrounding Roth IRA conversions. It provides an overview of recent regulatory changes for Roth IRAs, including a repeal of prior limitations and the potential benefits and disadvantages. The paper is a guide for those pondering a Roth IRA conversion and includes frequently asked questions and answers. The paper concludes that the aid and strategic guidance of a professional is vital to the conversion decision. To review the white paper, visit http://www.bellinvest.com/rothira3
The "Is a Roth IRA Conversion Right for You?" white paper is written by Michael Jones, CPA, a partner at Thompson Jones LLP in Monterey, California, an accounting firm devoted exclusively to estate planning.
"The decision 'to convert' or 'not to convert' to a Roth IRA this year is a complex one, and, as with accounting, tax planning, financial planning, and investment management, probably not suitable as a do-it-yourself project," said Jones. "The advantages and disadvantages need to be considered in individual context, preferably with a professional."
Through Investment Management, Financial Planning, and Career & Life Coaching, Bell Investment Advisors (www.bellinvest.com) intends to enrich the lives of their clients. Established in 1991, the firm has offices in Santa Rosa and Oakland, California.
SOURCE Bell Investment Advisors, Inc.
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