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Roth Conversions

What Bay Point Does

  • Identifies when a Roth Conversion is advisable.
  • Asks your CPA to run an analysis to determine the optimal amount of conversion.
  • Determines whether to use cash or securities, and if necessary, identifies the securities to transfer for the conversion.
  • Sends you the required TD Ameritrade form for the conversion.
  • Submits the form to TD Ameritrade.

What Your CPA Does

  • Runs the analysis to determine the optimal amount of conversion.
  • Communicates the information to Bay Point.

What You Do

  • Sign the TD Ameritrade form and return to Bay Point.

Working Together