Roth Conversion Decision Kit

$47

Before you convert, know what you’re comparing.

A Roth conversion could affect your taxes, Medicare premiums, future RMDs, and retirement income for years to come.

But how do you know when to convert, how much to consider, or whether converting makes sense at all?

The Roth Conversion Decision Kit is a practical 20-page workbook designed to help you organize your financial information, compare your options, and prepare for one of retirement’s important tax decisions.

What’s Inside:

Your Conversion Window: Identify potential lower-income years when a conversion may be worth evaluating.
Retirement Account Snapshot: Organize your 401(k), IRA, Roth, and other financial assets.
Three Conversion Scenarios: Compare no conversion, a moderate conversion, and a larger conversion.
Tax & Medicare Checklist: Identify potential effects on income taxes, IRMAA, and Social Security taxation.
Five-Year Planning Worksheet: Look beyond a single tax year.
Your Personal Decision Map: Organize your next steps and questions before making a decision.

Who Is This For?

People approaching retirement or already retired who have traditional 401(k)s, 403(b)s, or IRAs and want to better understand their Roth conversion options.

What You’ll Receive

A 20-page downloadable PDF workbook with practical worksheets, comparison tables, and decision checklists.

This workbook helps you organize and evaluate your options. It does not calculate your taxes or recommend a specific conversion amount.

Roth Conversion Decision Kit

$47

Before you convert, know what you’re comparing.

A Roth conversion could affect your taxes, Medicare premiums, future RMDs, and retirement income for years to come.

But how do you know when to convert, how much to consider, or whether converting makes sense at all?

What’s Inside:

Your Conversion Window: Identify potential lower-income years when a conversion may be worth evaluating.
Retirement Account Snapshot: Organize your 401(k), IRA, Roth, and other financial assets.
Three Conversion Scenarios: Compare no conversion, a moderate conversion, and a larger conversion.
Tax & Medicare Checklist: Identify potential effects on income taxes, IRMAA, and Social Security taxation.
Five-Year Planning Worksheet: Look beyond a single tax year.
Your Personal Decision Map: Organize your next steps and questions before making a decision.

Who Is This For?

People approaching retirement or already retired who have traditional 401(k)s, 403(b)s, or IRAs and want to better understand their Roth conversion options.

What You’ll Receive

A 20-page downloadable PDF workbook with practical worksheets, comparison tables, and decision checklists.

This workbook helps you organize and evaluate your options. It does not calculate your taxes or recommend a specific conversion amount.