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Should I Consider a Roth IRA Conversion?

The new rules allowing higher-income people to convert their IRAs and other retirement plan assets to a Roth IRA offers an opportunity for trust and wealth management professionals to gain valuable “face time” with clients and prospects.

According to surveys 75% of high-earners plan to question their financial advisors about converting to a Roth.

Take Advantage of this opportunity by reaching out to customers and your best prospects.

Custom format
Should I Consider a Roth IRA Conversion is also available for printing in custom formats (special colors, custom cover, etc.) to your specifications.

Three ways to purchase

  • Purchase copies in our syndicated design (see price list/order form).
  • Purchase lifetime rights and print your own copies. $300
  • Have us print your order using your design and colors.

Request samples and more
information today!

> Click to view sample

> Price List/Order Form