Effective January 1, 2010, anyone – regardless of income level and tax filing status – may convert qualified retirement accounts into a Roth IRA. All investors should consider the impact this decision could have on their financial well being.
The following resources are intended to provide information on multiple aspects of the Roth conversion decision and various planning opportunities.
White Pages |
Calculators |
| 2010 Roth IRA Conversion - Summary | Roth IRA 2010 Conversion Calculator |
| 2010 Roth IRA Conversion - Extensive | Roth IRA 2010 Conversion Calculator (Advanced) |
As always, our advisors are ready and able to assist with any questions you may have.
Securities offered through Raymond James Financial Services, Inc. member FINRA/SIPC.
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