Roth IRA Conversion Screening Tool

Download this checklist and see if converting might be right for your financial situation.

This checklist is intended to serve as a screening tool to help you identify whether converting your IRA (retirement) account(s) to a Roth IRA account has the potential to increase your overall financial effectiveness. This tool is not intended to be the definitive authority used to provide you with specific Roth IRA advice. Rather, this tool should be used to help identify if you stand to benefit from pursuing additional financial planning.

In addition to downloading this checklist too, you are encouraged to take advantage of a free consultation to discuss the results with a qualified financial advisor. If you are interested in taking advantage of this offer, check "Please Contact Me."

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