Questions?

Phone: (630) 728-3835

Our books

That Thing Rich People Do
The fastest, easiest way to learn the principles of investing
Go Roth!
Our guide to Roth IRAs and Roth accounts in 401k and 403b plans
Capital Gains, Minimal Taxes
Explains tax rules and strategies for people who buy and sell stocks, mutual funds and options
Consider Your Options
How to handle stock options and other forms of equity compensation you receive from your employer
Equity Compensation Strategies
A textbook and reference for professionals who offer advice on how to handle stock options and other forms of equity compensation

Go Roth! 2009

Your guide to the Roth IRA, Roth 401k and Roth 403b

We no longer accept orders on this website. Our books are available from Amazon.com. Please contact us if interested in a bulk purchase.

$19.95
order from amazon.com

The world of tax-free retirement savings is open to more people than ever, as employers add Roth accounts to 401k and 403b plans and Congress relaxes restrictions on Roth IRAs. This book explains how you can use Roth accounts to build and preserve retirement wealth.

Who it's for

Go Roth! is written in plain language so anyone with an interest in retirement savings will understand the clear explanations. It starts at the beginning, including such topics as how to start a Roth IRA, and covers basics of how to invest a retirement account.

The book provides thorough coverage of all the important rules and strategies, however, making it suitable for use as a reference by financial advisors or other professionals dealing with these kinds of accounts.

What it covers

Go Roth! is a complete guide to the rules and strategies for Roth accounts, organized around their life cycle, from the decision to use a Roth to the final liquidation of the account.

Part I: What Hath Roth Wrought

An introduction to the subject.

Part II: To Roth or Not to Roth

Understanding the benefits of using a Roth account — and the situations where it's better to use a traditional retirement account.

Part III: Getting Money In

All the rules for contributions to Roth IRAs and Roth accounts in employer plans; qualifying for the retirement savings contributions credit; rules and strategies for Roth conversions and recharacterizations; troubleshooting Roth contributions and conversions.

Part IV: Managing Your Account

Tax rules for investments; a general guide to investing a retirement account; rollovers and direct transfers.

Part V: Taking Money Out

Rules for qualifying distributions; tax consequences of nonqualifying distributions; liquidating an account for a loss; rules for inherited Roth accounts.

About this edition

The 2009 edition is the second edition of this book. It reflects legal authorities as of December 31, 2008, and includes full coverage of the changes in conversion eligibility that take place in 2010.

Top of Bookstore

Go Roth! Your Guide to the Roth IRA, Roth 401k and Roth 403b
by Kaye A. Thomas
Fairmark Press Inc.
2009 edition published February 2009
Trade paperback, 278 pages
ISBN 978-0-9792248-5-0
$19.95