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ROTH FAQ

Overview

Tax Benefits

Contributions

Conversions
Basics

Eligibility
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Procedures
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Taxation
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Undoing a Conversion (Recharacterization)

Transfers & Rollovers

Distributions

Beneficiary Distributions

What is a Roth IRA conversion?

What are the tax consequences of a Roth IRA conversion?

q How can a Roth IRA conversion help protect me from future tax rate increases?

q Do tax rates have to go up significantly for me to benefit from a Roth IRA conversion?

q Is there any benefit of a Roth IRA conversion if tax rates stay the same (or actually go down) in the future?

q How can a Roth IRA conversion potentially help me provide a greater financial legacy to my heirs?

q Is there an income restriction as to who is eligible to convert a Traditional IRA to a Roth IRA?


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