Should you convert to a Roth IRA?
It's the opportunity some people have been waiting for. Roth IRAs are now available to more taxpayers so anyone can convert a traditional IRA into a Roth IRA, regardless of income or filing status. Simplified Employee Pension (SEP) IRAs and SIMPLE IRAs also can be converted. Utilize our tool to help answer questions you might have about Roth conversions.
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SunTrust Investment Services
SunTrust Bank and its affiliates and the directors, officers, employees and agents of SunTrust Bank and its affiliates (collectively, "SunTrust") are not permitted to give legal or tax advice. While SunTrust can assist clients in the areas of estate and financial planning, only an attorney can draft legal documents and provide legal services and advice. Clients of SunTrust should consult with their legal and tax advisors prior to entering into any financial transaction or estate plan. Because it cannot provide legal services or give legal advice, SunTrust's services or advice relating to "estate planning" are limited to (i) financial planning, multi-generational wealth planning, investment strategy, (ii) management of trust assets, investment management and trust administration, and (iii) working with the client's legal and tax advisors in the implementation of an estate plan.