An announcement said the resource center brings together the expertise of Nuveen Investments’ Retirement Markets, Wealth Management, and Mutual Funds teams to lay out an educational plan-of-action for advisers preparing their clients for the 2010 Roth IRA Conversion option.
The Roth IRA Conversion Center features two white papers, “Roth IRA Conversion: New Opportunities for Affluent Investors,” an examination of the Roth IRA program, crafted for advisers by Nuveen’s Wealth Management Services, which discusses Conversion Tax Liability, Partial Conversion, and Recharacterization option; and “Weighing the Roth Conversion Opportunity,” a briefing paper addressing who should consider converting as well as a traditional IRA and Roth IRA comparison tool.
There is also an IRA Strategies Brochure that explores how IRAs can contribute to an investor’s larger retirement plan.
In addition to the printed material available on the site, there is a video series that provides both an overview to the 2010 Roth IRS Conversion Option as well as two issue-specific discussions that both advisers and investors should consider.
The three videos included in this series, according to the firm, are: “The Roth IRA Conversion Opportunity,” “Recharacterization Feature of Roth IRA Conversions,” and “Asset Location Strategies in Retirement Accounts.”
The site is available at www.nuveen.com/Retirement/Default.aspx.