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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.

The mention of any specific securities or life insurance product on this site, in any Webcast or press release, is presented for informational purposes only. This site and the information contained herein does not constitute an offer or a solicitation of an offer for the purchase of any securities or insurance product. An offer for securities can be made by prospectus only. Depending on the securities or insurance product mentioned, it may be issued by The Lincoln National Life Insurance Company, Fort Wayne, IN; Lincoln Life & Annuity Company of New York, Syracuse, NY; or other LFG® companies and offered through broker dealers with effective selling agreements. All companies mentioned herein are affiliated companies of Lincoln Financial Group. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Each affiliate is separately responsible for its own financial and contractual obligations.

Hello future.
Lincoln Financial Group is the marketing name for Lincoln National Corporation and insurance
company affiliates, including The Lincoln National Life Insurance Company, Fort Wayne, IN,
and in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY. Variable products
distributed by broker/dealer-affiliate Lincoln Financial Distributors, Inc., Radnor, PA. Securities
and investment advisory services offered through other affiliates. Explore Lincoln.



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