Discover how to convert your traditional IRA and avoid paying unnecessary taxes.

Request a NO-FEE Financial Review
and learn the important details

Major tax law changes in 2010 could benefit YOU!
The Tax Increase Prevention and Reconciliation Act (TIPRA) of 2006 provides wealthy Americans with a lifetime (and beyond) tax break. Under current law, many Americans cannot convert their IRA or 401k accounts to a Roth because of their income levels. In 2010, TIPRA allows everyone to convert, regardless of income!

What does a Roth in 2010 mean to me?
Proper planning will convert your traditional IRA or 401k account to a Roth IRA, minimize unnecessary taxes, while maximizing growth on your accounts. See what your money would look like Without Planning compared to how some Proper Roth Planning can benefit you!

Simply complete your information in the form above. Our provider will discuss converting to a Roth IRA account and how it applies to your situation. Don’t hesitate to get the guidance you deserve!

A financial review will reveal…

• The proper way to convert a traditional IRA.
• All the benefits of a Roth IRA.
• The details of how this strategy can work for you.
• Full analysis and explanation of your personal situation.
• IMPORTANT NEWS ABOUT 2010 and what it can mean for you!

Don’t wait! This exciting opportunity for Roth conversions may not be around for long! 2010 is not far away. Get the facts today! There is no cost or obligation for this financial review.

Back to top