LLBUS 179 - Tax-Free Investments

Whether you are looking for a way to reduce your taxes, a reliable income source in retirement, or a less volatile investment vehicle, tax-free investments have a place in your portfolio. Learn how certain investments can deliver tax-free income-and possibly keep you in a lower tax bracket-in this workshop. We'll also cover the differences between a traditional IRA and a Roth IRA, the benefits and tax consequences of converting from a traditional IRA to a Roth, and the tax law change that benefits those making a conversion in 2010.