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New Rules for Conversions to Roth IRAs

Starting January 1, 2010, you can convert your pre-tax IRA to a Roth IRA, regardless of your modified adjusted gross income.



Blue Bell, PA (Dec.28, 2009)-Barry Milberg, 29-year veteran of the pension compliance services industry-announces the launch of a new website to share information and opinions on the news rules for Roth IRA conversions.

Milberg, a nationally recognized expert on qualified retirement plans is quoted on the benefits of the Roth 401(k) in Forbes and Newsweek magazines, the Wall Street Journal, LA Times, Forbes.com, BenefitNews.com and RegisteredRep.com.

Contact Barry R Milberg at:

(800) 965-0988 ext. 101 or bmilberg@erisaexpertise.com

Roth 401(k) Analyzer Version 3.0

The first and only calculator that provides side-by-side graphic illustrations of projected pre-tax account distributions taxed at 3 different tax rates compared to the projected tax-free distributions from a Roth account.

About the Analyzer  More than just a financial calculator, the Roth 401(k) Analyzer is a report generator tool that permits advisors, HR and planning professionals, or plan participants themselves to prepare personalized reports. Learn more

Roth 401(k) Knowledgebase  Plan Sponsors, Advisors and plan Participants may access this online reference source filled with technical information, examples, case studies and FAQs.  Learn more

Starting January 1, 2006

Employers may add a Roth 401(k) option to their new or existing plans to permit after-tax salary deferrals by all eligible plan participants, regardless of their adjusted gross income.

Investment income in Roth 401(k) accounts is 100% income tax-free, and qualified Roth 401(k) distrib-
utions are 100% income tax-free.  Learn more

The Roth 401(k) offers participants benefits never before available; benefits that are now available indefinitely since the Pension Protection Act of 2006 extends Roth 401(k) beyond plan years ending in 2010Learn more

Roth News for March 02, 2021

Barry Milberg

Roth 401(k) Analyzer

Try it Now!

Milberg on Forbes.com

About Barry R. Milberg

New Rules for

Conversions to Roth IRAs


Roth IRA Conversion


Users of ERISA Expertise's
Roth Tools & Technology include:


Transamerica Retirement Services

AIM Investments®

Lincoln Investment Planning

R.W. Baird & Company

ERISA Expertise Roth 401(k)
Tools & Technology

Roth 401(k) Analyzersm

The only tool providing comprehensive reports that include important planning and compliance related information, and graphic illustrations providing side-by-side comp-
arisons of projected outcomes at three different future tax rates.

Register for free demonstration

The analyzer was developed by Barry R. Milberg−quoted on the benefits of the Roth 401(k) in Forbes and Newsweek Magazines, the Wall Street Journal, Los Angeles Times, Miami Herald and Philadelphia Inquirer, and online at Forbes.com, RegisteredRep.com and BenefitNews.com.

Learn more about Barry R. Milberg

For more information, contact:
Barry R. Milberg at
(800) 965-0988 x101 or