Quote:
Originally Posted by Tom52
Can anyone recommend someone like a tax pro who would help me determine the tax consequences of, and recommended amount to convert from a conventional IRA to a Roth IRA?
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To answer your question about your personal tax consequences, a qualified tax preparer is certainly the best kind of professional to answer your question. CPA tax preparers are a good place to start your search as they know taxes. Your personal issue you described is not very unique. I suggest you search for a CPA tax preparer. Lots of them around. And you don’t _need_ a local professional. If you know one from wherever you came from, that could work.
You do not need a financial planner to answer the question that you asked. Some planners are good at technical taxation but I believe (from experience) most are not.
Unfortunately for you, most good tax professionals don’t want a one-off client for only 2-3 hours of work that you seem to want. They are too busy for small jobs like you ask. But you would more likely be accepted by a qualified tax preparer like a CPA as a client if you commit to become an annual tax client for your form 1040 returns.
Good luck.