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Tax Preparation
Roth IRA Conversion 2010
Goals Based Planning
This information is not intended to be a substitute for specific individualized tax, legal, or investment planning advice.
If converting a Traditional IRA to a Roth IRA, you will owe ordinary income taxes on any previously deducted Traditional IRA contributions and on all earnings. A conversion may place you in a higher tax bracket than you are in now. Because Roth IRA conversions may not be appropriate for all investors, and individual situations vary, we suggest that you discuss tax issues with a qualified tax advisor.
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Please note that individual situations can vary. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.