Roth IRA Conversion Decision Chart

This chart is a summary of the reasons why a client should consider converting to a Roth IRA. It also includes a checklist of actions needed to be taken for a successful Roth IRA conversion. Updated: January 2017.


  • Size: 11 inches x 17 inches
  • Includes: Immediate PDF Download and one(1) laminated chart.
  • Chart customized with your firm’s logo and information available at an additional cost.
  • Chart Preview (click to enlarge):


The Roth Conversion Decision_Page_1


The Roth Conversion Decision_Page_2

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