Close
« Back to Author Index

Alicia Waltenberger

Alicia Waltenberger is an estate and tax planning attorney and wealth planning specialist at TIAA-CREF. awaltenberger@tiaa-cref.org.


Articles by this Author


  1. Portfolio Strategies »

    New Rules for Converting to a Roth IRA

    The income restrictions have been lifted, but does converting to a Roth IRA make sense for you? Plus, find out why a recharacterization can give you even more flexibility for managing your tax exposure.

    January 2010 | Journal