• Doing The Roth Roll: The Quiet Explosion In IRA Conversions (Forbes; July 11, 2010)

• Avoid These Roth IRA Conversion Mistakes (MarketWatch; April 8, 2010)

• Should You Convert a Traditional IRA into a Roth IRA? (Center for Retirement Research at Boston College; March 2010)

• 10 Things to Know About Roth IRA Conversions (SmartMoney; January 27, 2010)

• Why You Should Convert to a Roth Right Now (The Motley Fool; January 6, 2010)

• The Smartest Money Move You'll Ever Make (The Motley Fool; January 4, 2010)

• This Amazing Opportunity Begins Today (The Motley Fool; January 4, 2010)

• What You Need to Know About Roth Conversions (Kiplinger's Personal Finance Magazine; January 2010)

• Six Mistakes to Avoid When Converting to a Roth IRA (MarketWatch; December 31, 2009)

• The Roth Conversion Question (Forbes Magazine; December 14, 2009)

• Why It May Pay To Convert to a Roth IRA (The Wall Street Journal; December 14, 2009)

• Roth Confusion Widespread (Forbes.com; November 24, 2009)

• New twists on Roth IRAs (Consumer Reports Money Adviser; September 2009)

• Conversion Question-Answers to 12 Frequently Asked Questions About Converting to a Roth IRA (MarketWatch; August 6, 2009)

• Converting an I.R.A. Into a Roth? How's Your Crystal Ball? (The New York Times; July 17, 2009)

• Time to Convert to a Roth IRA? (SmartMoney; April 15, 2009)

• Annuity Payments Using a Roth IRA Are Tax-Free (The Wall Street Journal; April 10, 2009)

• Which is Better, a Roth 401(k) or a Roth IRA? It Depends on Circumstances (The Boston Globe; April 8, 2009)

• The Battered Market and Possible Tax Hikes May Make This the Right Time to Switch Over Your Retirement Fund (The Boston Globe; April 5, 2009)

• The Roth Conversion Play (Forbes; April 3, 2009)

• Why You Need a Roth IRA (Kiplinger.com; March 19, 2009)

• A Guide to Roth IRA Conversions (U.S. News & World Report; February 20, 2009)

• Stiff the IRS for the Next 100 Years (The Motley Fool; January 23, 2009)

• Which IRA is Best? (SmartMoney; January 20, 2009)

• Step 3:  Roth vs. Traditional IRA (The Motley Fool; January 2, 2009)

• Convert Now to a Roth IRA? (Kiplinger.com; December 1, 2008)

• A Tax-Savvy Way to Profit from the Panic (The Motley Fool; October 28, 2008)

• Undoing a Roth Conversion (Kiplinger.com; July 30, 2008)

• When to Switch to a Roth IRA (Kiplinger’s Personal Finance magazine; May 2008)

• Can Your Child Open a Roth IRA? (Kiplinger.com; January 2008)

• Consumer Information on Retirement Plans

• Retirement And Health Care Coverage... Q&As For Dislocated Workers

• Savings Matters:  For Employees

IRS Publications
• Publication 590
Individual Retirement Arrangements (IRAs)

IRS Documents and Forms
• Form 8606, Nondeductible IRAs
Form 8606 is used by taxpayers to report basis (in and out) of Traditional IRAs, distributions from Roth IRAs and conversions to Roth IRAs.

• Instructions for Form 8606
Instructions for Form 8606 provide taxpayers with line by line instructions for completing Form 8606.

• Form 8880, Credit for Qualified Retirement Savings Contributions
Form 8880 is used by taxpayers to figure the amount, if any, of a retirement savings contributions credit (also known as the saver’s credit).

IRS Employee Plans Videos: 
Tips to Help You With Your Retirement Plan

• Increasing Your Retirement Savings

• Managing Your IRA

Miscellaneous

• Individual Retirement Arrangements (IRAs)

• IRA Online Resource Guide

• IRA Online Resource Guide - Information for Individuals

• IRA Online Resource Guide - Information About Roth IRAs

President Obama Signs Bill Which Adds Roth Feature to Federal Thrift Savings Plan
June 22, 2009

On June 22, 2009, President Obama signed the Family Smoking Prevention and Tobacco Control Act into law. This law contains several enhancements to the federal Thrift Savings Plan (TSP), including the addition of a qualified Roth contribution program. The qualified Roth Contribution program is a Roth 401(k)-type option that will allow plan participants to put all or a portion of their salary deferrals, on an after-tax basis, into an account that allows future earnings to grow without tax liability.

Immediate Elimination of Conversion Eligibility Requirements Proposal
June 10, 2009

$105,000 - $120,000 (2009)
$105,000 - $120,000 (2010)

$166,000 - $176,000 (2009)
$167,000 - $177,000 (2010)

Not Over

Not Over