Dana Consulting Group, Ltd.

To Roth or not to Roth. That is THE Question!!! We have created this tab to serve as a clearing house for articles, analysis and recommendations to help our clients (and their advisors) make informed decisions whether to elect a Roth conversion.

We invite interested parties to furnish us documents to include in this tab. We will give appropriate credit to all submitters.

You can send your documents to Lee Jennings at:

Good Reading!

Brian Kennedy is a former Senior VP and Treasurer of Blue Cross and has written an excellent article analyzing the relative benefits of converting a traditional IRA to a Roth IRA.

Mr. Kennedy holds an MBA from the University of Chicago Booth School and Business and clearly understands how to “run the numbers” on this kind of analysis.

The Roth IRA Leverage in a New Garb

This article is reprinted from the Bureau of National Affairs and explores question about future tax rates and what our future tax systems could look like. This article should be read as a primer before actually “crunching any numbers.”

The Roth Conversion: What About the Future?

This booklet was prepared by Bernstein Global Wealth Management and describes a framework for analyzing the financial effect of conversion.

Crunch the Numbers

Did you know you can roll over certain distributions from qualified retirement plans (such as 401(k) plans), 403(b) annuities and Section 457(b) plans to Roth IRAs? The IRS issued guidance on the tax consequences of this kind of roll over in Notice 2009-75 (9/8/2009).

Rollovers from Retirement Plans to Roth IRAs

James Weil of Financial Network Strategy, a financial advisory firm in Chicago, submitted two articles on Roth conversions that provide an excellent discussion of the issues that need to be addressed in making an informed decision.

Please feel free to contact Jim directly with any questions.

Ask how we can assist you.