Four Steps to Understanding Roth IRA Conversion Opportunities

Determining when, or if, you should convert to a Roth IRA is an individual decision based on factors such as your financial situation, age, tax bracket, current investments and alternate sources of retirement income.

In our guide, “Understanding Roth IRA Conversion Opportunities in Four Steps”, we outline basics like:

  • What is a Roth IRA?
  • What is the difference between a Traditional IRA and a Roth IRA?
  • What accounts are eligible to convert to a Roth IRA?

Download our Guide

Download our guide here.

This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation. By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product.
This information has been provided by a Licensed Insurance Professional and does not necessarily represent the views of the presenting insurance professional. The statements and opinions expressed are those of the author and are subject to change at any time. All information is believed to be from reliable sources; however, presenting insurance professional makes no representation as to its completeness or accuracy. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

14708 – 2015/7/24