We will analyze your assets, income, current tax rate you pay and filing status, your risk profile, as well as, your intention with the IRA funds, to determine if it is beneficial for you with respect to taxes and long term financial goals to convert an IRA to a Roth IRA.  If you have qualified accounts, they will be analyzed for greater ending portfolio value and tax diversification advantages.  Clients are armed with this necessary information to make an educated decision as to the benefits and costs of conversion.