IRA Conversion Worksheet
Can anyone recommend a worksheet/pro-forma available that walks a client through a traditional IRA to a Roth? Or, can you recommend a firm that has experience doing this?
Can anyone recommend a worksheet/pro-forma available that walks a client through a traditional IRA to a Roth? Or, can you recommend a firm that has experience doing this?
Permalink Submitted by Bruce Steiner on Fri, 2010-12-03 03:25
We do it on Excel.
There’s also the Brentmark Pension and Roth Analyzer available at http://www.brentmark.com