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Understanding Income Management Financial Calculators Roth IRA

Understanding Income Management Financial Calculators Roth IRA

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       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. Questions? Contact us. RothIRA@LFG.com.
* State tax treatment for conversions may vary. Consult your tax advisor.
Roth Conversion Analyzer Brainshark    Roth Conversion Analyzer Brainshark
View this video to learn more about the Roth Conversion Analyzer.
Action Plan   pdf   Action Plan
This flier describes how best to prepare now for the Roth conversion opportunity in 2010 and beyond.
Roth IRA conversions Beyond the basics   pdf   Roth IRA conversions — Beyond the basics
Review this flier to help address any potential questions about Roth IRA conversions.

For more materials, contact your Lincoln Financial representative.

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