Should you consider converting to a Roth IRA in 2010?

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.

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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.

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