The Roth Conversion Decision Chart

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