# Retirement & Roth Tax Checkup template for accounting firms & advisors | OneForm

> Retirement accounts, Roth conversions, contributions and distributions, without investment advice. Produces: Retirement & Roth Tax Opportunity Report.

Source: https://oneform.si/templates/retirement-roth/

---

Personal template

# Retirement & Roth Tax Checkup template.

Retirement accounts, Roth conversions, contributions and distributions, without investment advice.

[Start free](https://app.oneform.si/signup?ref=template%5Fretirement-roth&utm%5Fsource=site&utm%5Fmedium=template%5Fretirement-roth&utm%5Fcampaign=signup)[All templates](https://oneform.si/templates/)

What it produces

## Retirement & Roth Tax Opportunity Report

27 questions, with the report set up and ready to review. Every response becomes a draft your team checks before anything reaches the client.

1. 01Start from the templateOpen it in OneForm and change anything — or ask OneFormAI to.
2. 02Share it with clientsSend the link or embed it on your site. Clients answer one question at a time.
3. 03Review and sendOneForm drafts the retirement & roth tax opportunity report. You approve it and it's emailed as a branded PDF.

Questions included27

1. 1What stage best describes you?
2. 2What is your age range?
3. 3Which best describes your current work situation?
4. 4What is your expected tax filing status this year?
5. 5About how much household taxable income do you expect this year?
6. 6Do you expect your income to change meaningfully in the next few years?
7. 7Which retirement accounts do you currently have?
8. 8Which tax buckets are you building for retirement?
9. 9Do you currently have access to an employer-sponsored retirement plan?
10. 10How are you primarily contributing to your employer plan?
11. 11Does your employer offer a matching or other retirement-plan contribution?
12. 12Have you made or considered making IRA contributions recently?
13. 13Do you have retirement accounts from former employers?
14. 14About how many old employer retirement accounts do you have?
15. 15Have you considered a Roth conversion?
16. 16Is there a period when you expect to be in a lower tax bracket than usual?
17. 17What type of business income do you have?
18. 18Do you have employees other than yourself or a spouse?
19. 19Does your business currently have a retirement plan?
20. 20When do you expect to stop full-time work or substantially reduce work?
21. 21Which income sources do you expect in retirement or receive now?
22. 22Are required minimum distributions (RMDs) relevant to you now or soon?
23. 23Do charitable gifts play a meaningful role in your tax or estate planning?
24. 24Have you reviewed beneficiary designations on retirement accounts?
25. 25What would you most like to explore?
26. 26Is there anything else you would like us to know before we prepare your opportunity report?
27. 27Where should we send your Retirement & Roth Tax Opportunity Report?

## More templates

[All templates →](https://oneform.si/templates/)

[Personal24 questionsYear-End Tax Planning CheckupBefore December, clients share what changed this year and get a prioritized year-end action plan.Year-End Tax Action Plan](https://oneform.si/templates/year-end-planning/)[Personal26 questionsInvestment & Capital Gains Tax CheckupInvestors review capital gains, loss carryforwards, stock compensation, giving and liquidity events.Investment Tax Alpha Opportunity Report](https://oneform.si/templates/investment-capital-gains/)[Personal24 questionsFamily, Children & Education Tax CheckupFamilies explore paying their kids, education savings, gifting and wealth-transfer conversations.Family Tax Opportunity Report](https://oneform.si/templates/family-education/)

## From form to finished report, automatically.

Create your firm in a minute and build your first form today.

[Start free — no card needed](https://app.oneform.si/signup?ref=cta%5Fband&utm%5Fsource=site&utm%5Fmedium=cta%5Fband&utm%5Fcampaign=signup)[Log in](https://app.oneform.si/login)