Is a Roth conversion right for you?

<<< Back To Conversion Center

 

There are a lot of factors to consider when contemplating a Roth IRA conversion.  Decisions this complex warrant personal attention. 

Do you want some help deciding if it is right for you?  Complete the form below to initiate a no-cost review of your situation with an Annex Advisor.

 

First Name:

Last Name:

Address:

City, State  Zip:

Phone:

Email Address:
 
 

If you are are currently working with an Annex Advisor, who is your advisor? 

 

 

If you have not met with an Annex Advisor in the past, how did you first learn about Annex or what prompted you to contact us today?

 

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 Referral - Who may we thank?

        

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Conversion Information

  

Your age in 2010:

End projection for

IRA owner at age:

Current Traditional IRA balance:

 $

Percent of IRA to be

converted:

 %

Non-taxable amount allocated to IRA:

 $

Projected income

tax rate for 2010:

Assets available to pay taxes:

 $

Projected annual rate

of return for your

investments:

 %

Additional notes or comments:

 

 

 

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Securities offered through H. Beck Inc.  Member FINRA/SIPC.
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