by E. Z. Duzzit

In last week’s column I said that I would try to obtain information concerning IRA conversions to Roth IRA’s. You will not be surprised to learn that when it comes to managing your money, one size does not fit all. What works for one person doesn’t necessarily work for another. Instead of my trying to play the role of a financial advisor, which I most certainly am not, I’ll provide you with a couple of phone numbers and let your fingers do the dialing.

Ed Slott, the IRA expert whose offices are in Rockville Centre has an 800 number. (How easy can it get?) 800-663-1340.
When I called the office I spoke with a very nice person who put me in touch with one of Ed’s associates, Jeff Levine. (Rhymes with “wine.”)
His number is 800-894-5122.

Jeff and I spoke about some of the variables which would determine the advisability of converting to a Roth IRA, but I won’t even begin to discuss them in this column. The good news is that Jeff would be happy to talk with anyone about their own circumstances and all you have to do is mention that you read it here. I am not doing anything other than putting you in touch with a real IRA professional. The only horse in this race is yours.
Yes, it’s been brutally hot, and it would be very easy not to make the 1-800 phone call. Take my advice and make the call.