Complimentary Roth Conversion Analysis Report

We've developed a Roth Conversion Analysis report to help you determine if a conversion makes sense in your situation.  One of the most important variables in the analysis is your tax bracket during your retirement years when you would withdraw funds from a Traditional IRA or 401(k).  Our report will review your retirement income sources and levels and offer the option of looking at potentially higher income tax rates in the future.

See a sample report

There's no charge for the report for our clients.

For others that qualify we have a special offer of a free report and consultation.  If your investment assets including 401(k) plans, IRAs, joint accounts, etc. total at least $250,000 and you can review the report at our office, we'll prepare the report for no charge.  Just complete the information below and we'll contact you to schedule a convenient meeting time to review your analysis.

Savings, pension, gross income and Social Security benefits should all be annual figures.  Questions, comments, and clarifications can be added below.

Roth Analysis
Name *
E-mail address *
Phone Number *
Mail Address *
Current Age *
Age at Retirement *
Age at Death
Traditional IRA/401(k) Value *
Roth IRA/401(k) Value *
Taxable Accts. Value *
Gross Household Income *
Itemized Tax Deductions
Other Assets (home, etc.) *
Average Beneficiary Age Today *
Annual Investment Return
Estimated Social Security Benefits
Annual pension benefit
Tax Filing Status *
Future Tax Rates will be
Amount you might convert $
Questions, comments and clarifications
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