Roth Conversion QUestionnaire

To begin the discovery process to see if a Roth conversion makes sense for you, kindly complete

the Roth conversion questionnaire so that we can do a thorough analysis of your financial situation .

This will allow us to design a Roth conversion strategy that is suitable for your situation.

Once we have put together a fully developed plan with RMD calculations, illustrations and tax implications of doing a Roth conversion versus not doing one, we will reach out to schedule a consultation call to discuss in detail and answer any questions you and your tax advisor may have.

Click here for: Roth Conversion Questionnaire

Please scan and email completed questionnaire to: bob@pensionpros401k.com

Feel free to call us with any questions at: 949-652-3377

Pension Pros

Pension Pros

Roth Conversion QUestionnaire