Have You Had the Roth Conversion Conversation?

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.
  1. When will you need the money?  
  2. Where will the money come from to pay the tax? 
  3. What do you think future tax rates will be?  
  4. Other reasons to consider a Roth conversion.  
  5. Other reasons to NOT consider a Roth conversion.