H&R Block IRA Advisor

H&R Block's IRA Advisor helps you decide whether you can benefit from starting a Roth IRA or from switching traditional IRA funds to a Roth IRA.

To use the IRA Advisor:

  1. If you're not already in the Plan tab, click the Take Me To arrow, and scroll down to Retirement Planning, and select H&R Block IRA Advisor.

  2. Click Go To.

  3. Select one or more of the following choices:

  1. Click Begin.

  2. Read the information or answer any questions that the program displays, and click Next.