About Ric

Ric’s Special Report Focusing on Roth IRA Conversions

Ric’s Special Report Focusing on Roth IRA Conversions Should you pay now or pay later? It's a simple question, but as with many issues in the field of personal finance, the answer requires analysis. Getting it wrong could cost you tens of thousands of dollars in unnecessary and premature taxes, and many thousands more in lost wealth. Find out how to get it right with Ric's Special Report.

Featured in This Report:

You Can Convert Your IRA to a Roth in 2010 - But Should You?
Guess Who Is Sure to Profit from Roth IRA Conversions?
Q&A: IRA Case Studies

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Ric Edelman is Chairman and CEO of Edelman Financial Services LLC ("EFS"). He is also President and a member of the Board of Directors for Sanders Morris Harris Group. Ric is an Investment Advisor Representative and offers advisory services through EFS, an SEC-registered investment advisor. He is also a Registered Representative of and offers securities through Sanders Morris Harris Inc., an affiliated broker/dealer, member FINRA / SIPC.

* Barron’s ranking “Top 100 Independent Financial Advisors” (Aug. 31, 2009) based on assets under management, revenues the advisors generate for their firms, and the quality of their practices.