Qualified Plan Concepts Help

Convert to Roth IRA during lifetime

After completing the “Retirement Plan” tab for this objective you will be prompted to fill out the “Additional Information” section. Here you will have the chance to enter other non-qualified assets based on their amount and growth rate. The income tax rates section is featured right below this and is only based on the percentage used.

Conversion Information is simple, you may enter based on spouse / client ages, birthdays, calendar years, or even next month.