ROTH IRA

The Roth IRA Conversion Opportunity

The Tax Increase Prevention and Reconciliation Act of 2005 (TIPRA) allows all taxpayers to convert traditional IRAs and other eligible retirement assets to Roth IRAs beginning in 2010. Learn how to prepare for these new regulations.

		Roth Conversion Analyzer The Roth Conversion Analyzer* is a calculator designed to help you make better informed decisions about the potential benefits of converting eligible retirement assets to a Roth IRA. * State tax treatment for conversions may vary. Consult your tax advisor.
		Action Plan for Clients This flier describes how best to prepare now for the Roth conversion opportunity in 2010 and beyond.
		Roth IRA conversions — Beyond the basics Review this flier to help address any potential questions about Roth IRA conversions.
		Roth IRA White Paper Read this white paper for a detailed overview of the new regulations affecting Roth IRA conversions.

For more materials, contact your Lincoln Financial representative.