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Animorph, Thank you for your response. I am not familiar with the Roth IRA rules, but your response is indicating there is a 5-year holding rule for withdrawals once you have started or converted to a Roth; Is that correct? I like your advice about converting an amount that will keep me in a...

I need help determining an retirement/investment strategy. Should I convert my IRA ($700,000) to a Roth IRA based on the new Roth rules that allow one to pay the taxes on the conversion to Roth over 3 years from 2010-2012 :? This would mean I would have a tax liability that I could pay out over...