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ARE YOU READY TO  ROTH?

If so, great.  If not, now is the perfect time for you to reconsider.  On January 1, 2010, millions of American taxpayers became newly eligible to convert Traditional IRA assets and other retirement savings to a Roth IRA.

If you’re like many investors who have all their retirement savings in conventional tax-deferred accounts such as Traditional IRAs and 401(k) plans, you may be less diversified than you realize. 

Conventional savings vehicles like Traditional IRAs and 401(k) plans are great arrangements since they allow you to delay paying taxes on your contributions and investment returns.  These conventional arrangements don’t, however, shield you from future taxes.

But Roth savings can. And Roth savings can shield you from taxes at a time when you may need tax shelter the most—in retirement.

With significant new Roth conversion opportunities upon us, now is the time to act. You owe it to yourself to understand Roth savings and make informed decisions about your future.

It's Your Future. Plan It.

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