ROTH IRA CONVERSION - FACT FINDER
Thinking about converting your 401K or IRA to a ROTH IRA? There are several possible reasons to do this:
1. Tax-deferred growth in a ROTH
2. Avoid RMDs with a ROTH
3. Pass on assets at death in a ROTH tax-free
4. Avoid IRMMA (which increases your Medicare premiums!)
5. Receive ROTH IRA income tax free for life
6. Zero out of pocket taxes to convert*
*We use ROTH IRA friendly annuity products with bonuses that pay the taxes for you.
Step 1
Please click the link to complete your ROTH IRA Conversion Fact Finder. Thank you. This will help us gather the information to see if converting your existing qualified retirement account (401K, IRA, SEP IRA, Simple IRA, 403(b), 457, Keogh or other) to a ROTH IRA is mathematically advantageous.
Step 2
Please Schedule A Call with us. During the call, we will provide a ROTH IRA Conversion Illustration that clearly outlines the numbers for you.
Step 3
If you'd like to proceed converting your qualified retirement account to a ROTH IRA friendly annuity with a bonus, we will set this up for you in under 30 minutes via a simple E-Application with the insurance company that issues the annuity.
We look forward to connecting with you soon whether you are on the East Coast, West Coast or somewhere in between. Thank you.
Annuity Pros
Income Product Specialists
Annuities, Life Insurance and Retirement Plans
Website: www.annuityprosgroup.com
