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, a Registered Investment Adviser, and Co-CEO, President and a Director of The Edelman Financial Group (NASDAQ: EF). He is an Investment Adviser Representative who offers advisory services through EFS and a Registered Principal of (and offering securities through) Sanders Morris Harris Inc., an affiliated broker/dealer, member FINRA/SIPC.

* As of 6/30/11.

** Barron's ranking "Top 100 Financial Advisors" (2004-2011) and No. 1 ranked "Top 100 Independent Financial Advisors" (2009-2010) based on the quality of the advisors' practices, including client retention and compliance record, contribution to the firm's profitability, and the volume of assets overseen by the advisors and their teams.

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