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