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Review slide presentation
Starting in 2010, your clients will be able
to convert from traditional IRAs to
Roth IRAs, regardless of their income. Will
you be ready for questions about the 2010 Roth
conversion changes?
Now is the time to position yourself as an expert
in this new option — with Newkirk's Roth
IRA communications materials:
Roth Conversions: A Closer Look
Booklet
and Internet Version
This booklet and HTML Internet version
provide a closer look at the IRA conversion
rules by:
- Explaining that the income and
filing status restrictions on converting
a traditional IRA to a Roth IRA will
no longer apply, starting in 2010
- Comparing the tax treatment of
traditional and Roth IRAs
- Explaining the process involved
and the tax consequences of converting
a traditional IRA to a Roth IRA
- Highlighting the one-time opportunity
to spread conversion income over
two years, available for 2010 conversions
only
- Discussing various factors to consider
in making a conversion decision
- Pointing out that the income limit
on transfers from employer plans
to Roth IRAs will no longer apply,
beginning in 2010
Roth Conversions: A Closer Look will
encourage readers to see you for planning
assistance. Help them make the
best conversion decision and highlight
your experience.
Review FINRA Letter
View
and Print Order Form
PowerPoint® Presentation
This
Microsoft® PowerPoint® on
CD-ROM makes computer-based presentations
a snap. Delivered ready to use, you
can tailor your presentation each time
you use it.
Features:
- Full-color graphics
- Presenter's script
- Customizable slides
View
and Print Order Form
Roth Conversion Analyzer
The Roth Conversion Analyzer is an
interactive, easy-to-use online educational
tool that allows IRA holders to:
- Learn about Roth IRA conversions.
- Understand the tax advantages of
Roth IRAs.
- Compare the tax consequences of
Roth versus traditional contributions,
given the IRA holders’ current
and anticipated tax situations.
- Perform analyses to determine whether
a Roth IRA conversion is right, given
the owner’s savings and tax
situation.
The Roth Conversion Analyzer is accessed
through your participant website and
can be installed on your own server
or hosted by Newkirk.
Click
here for a quick-view.
Click
here for a demo.
Review FINRA Letter
Please
note: Additional disclosures (numbers 1 - 4 in the final screens) have been added to the Roth Conversion Analyzer per FINRA's
review letter.
View
and Print Order Form
New Roth Conversion and Portability
eSeminar
Train your financial advisors with
this online education eSeminar hosted
by our retirement experts at our subsidiary
McKay
Hochman. Join
us for an in-depth explanation of the
Roth conversions so you can be confident
working with your clients.
The eSeminar will cover:
- New 2010 conversion to a Roth
IRA rules, contrasted to prior rules
- Two-year tax treatment of conversions
made in 2010
- Utilizing the conversion rules
to make ongoing rollover contributions
to a Roth IRA without an AGI limit
- Portability to a Roth IRA
- Designated Roth to Roth IRA
- Form 1099R reporting for the transactions
- Common areas of Roth conversion
confusion
Click
here to register
to attend this eSeminar.
The Roth IRA:
Your Questions, Our Answers
Available in our Wealth Management Series as a booklet, one-page sheet (SmartSheet), and HTML, this communication addresses commonly asked questions about Roth IRAs and helps readers start the process of deciding whether a Roth IRA is right for them.
View Booklet
View SmartSheet
View and Print Order Form
View the Complete Wealth Management Series
Click
here
to request information
regarding Newkirk’s
Roth IRA Communications.
Or, contact Newkirk by phone at 800-525-4237.
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