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	Roth IRA Conversion Center for Advisors A unique opportunity in 2010 for your clients

Roth IRA Conversion Center for Advisors
A unique opportunity in 2010 for your clients

	Document	Audience
	Essential Performance Metrics to Evaluate and Interpret Investment Returns This guide identifies and explains popular performance metrics and utilizes a hypothetical case study to illustrate how they can help evaluate investment managers.	Advisor
	Tax Facts Quick Reference 2010 This resource provides a summary of key rates and thresholds impacting income, social security, estate, retirement and investment taxes.	Advisor
	White Paper: Where Assets Are Owned Can Be As Important as the Type of Assets Owned This paper discusses the impact tax treatment can have on assets placed in different account types. Hypothetical examples demonstrate the potential benefits of asset location strategies among taxable, tax-deferred and tax-exempt accounts.	Advisor
	Briefing Paper: Weighing the Roth Conversion Opportunity Effective January 1, 2010, more investors will have the opportunity to convert taxable retirement savings into a Roth IRA, where qualified distributions are tax-free. This paper examines who might consider converting all or a portion of their qualified, tax-deferred assets to a Roth IRA; compares characteristics of traditional and Roth IRAs; and presents key considerations when converting to a Roth IRA.	Advisor
	White Paper: Roth IRA Conversion: New Opportunities for Affluent Investors Effective January 1, 2010, anyone earning a taxable income will become eligible to convert tax-deferred dollars to a Roth IRA. This paper examines who should consider converting all or a portion of their qualified, tax-deferred assets to a Roth IRA; some important considerations when converting; and the rules around recharacterization of a Roth IRA back to a traditional IRA.	Advisor

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