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Roth Conversions and What You Need To Know Beyond the Numbers Other Considerations: There is no easy answer regarding Roth conversions. You must carefully analyze your own situation before making the decision. What is going to happen to tax rates in the future? What is going to happen to your income in the future? How should you change your investment strategy to account for the current income tax landscape? What is your time horizon? Can taxes due from the conversion be paid outside of the IRA? If you answer no, stop here and do not convert! The Roth Conversion issue is a prime example of how the client must work with the financial team, attorney, CPA, and financial advisor in making this critical decision. This information was prepared by Lena Barnett & Associates, LLC and is intended only to provide general information. It is neither offered nor intended for use as legal advice, nor is it a substitute for a consultation with an attorney. © 2010 Lena Barnett & Associates, L.L.C. All Rights Reserved
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