This might be the best time for you to convert all or part of a traditional IRA to a Roth IRA.
Converting a traditional IRA to a Roth IRA can make sense in a lot of situations.
However, this critical decision continues to provoke questions and cause some confusion.
Also, circumstances change. You might have evaluated the conversion option a few years ago and reached a decision. But some important factors and laws have changed recently, such as:
You may not even be aware of these changes…
Not to mention the many “rules of thumb” that simply don’t work, shortcuts and plain misinformation floating around the internet.
But this decision is far too important… and it can save you tens of thousands of dollars!
That’s why I’ve created The Retirement Watch IRA Conversion Spreadsheet, which estimates the effects of converting a traditional IRA to a Roth IRA and compares them to the effects of continuing with the traditional IRA.
My spreadsheet will help you figure out how the different variables may change the results of a conversion, and allow you to customize the estimates for your unique situation or a range of possible situations.
There are many conversion calculators on the web, but most are very simple and do not let you change all the variables to fit your unique situation.
It takes careful analysis to make the right choices. And my spreadsheet is specifically designed to help you make these important decisions.
“I have clients who’ve paid north of $1,000 for IRA conversion calculators, and found them very confusing and difficult. What I’ve found is that Bob Carlson’s IRA conversion calculator is simple to use, and quite powerful.”
-Todd Phillips, President, Estate Planning Specialists
When you place your order below, you’ll immediately receive an email with the Excel spreadsheet as well as another document that not only has instructions on how to use the spreadsheet, but also contains handy tips to consider.
You can access the IRA Conversion Spreadsheet right now for only $39.95. Fill out the secure order form below to secure your financial future and keep your money away from the greedy government!