The Roth Conversion Decision Chart
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The Roth Conversion Decision Chart

4 months ago · 265.4 KB Download

SECTION

EXCLUSIVE

Resource

available

This two-page document is your go-to-source on all things Roth Conversion related. The first page helps an advisor:

  • Determine the key questions to consider about whether a Roth IRA Conversion may be beneficial for a client,

  • Gives five general Roth Conversion observations, and

  • Provides ten reasons to convert to a Roth IRA.

The second page:

  • Provides important tax law considerations and a checklist for CPA's,

  • Gives important financial considerations and a checklist for financial advisors, and

  • Offers important estate planning

Download the Roth Conversion Decision

File name: roth-conversion-decision.pdf

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