Have you had the Roth conversion conversation? When weighing whether or not to move your IRA or employer plan assets to a Roth IRA there are crucial points to first consider. The “To Convert or NOT To Convert in 5 Easy Steps” white paper will outline five crucial steps you must consider. After reading through these five steps, you will have a solid start to the conversation.
- When will you need the money?
- Where will the money come from to pay the tax?
- What do you think future tax rates will be?
- Other reasons to consider a Roth conversion.
- Other reasons to NOT consider a Roth conversion.