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Call 949-652-3377 for a FREE Consultation
Call 949-652-3377 for a FREE Consultation
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