IRA to ROTH Conversions

 Do you hesitate opening your monthly retirement account statement?

• Is your IRA and company-controlled 401(k) moving in the wrong direction?

• Wouldn’t it be nice if your retirement accounts never participated in market losses, only in the gains?

• Do you like being told when to take Required Minimum Distributions from your retirement account and causing your Social Security to be taxed?

• Could you get excited about tax free growth & tax free distribution for life?

We know how you feel, because we've helped many individuals in this financial situation find a better way. It's called the IRA to Roth Conversion.
 

WAI believes the IRA to Roth Conversion, made possible through the 2006 Tax Increase Prevention and Reconciliation Act (TIPRA), is one of the most important and solid tax laws ever made available to citizens. WAI owner and financial expert Clint Lewis says," The Roth IRA is the greatest gift Congress has ever given to the American taxpayer. A protected investment like this lets you enjoy the upside of the market, and protects against the poor performing drops."

Converting to an Roth IRA will reduce your future income taxes, allow you to take less risk, reduce the amount of your Social Security income included as taxable income, and avoid taking required distributions from your IRA that you many not need.

Our IRA to Roth Conversion seminar will teach you:

• A Roth IRA works the opposite of the traditional IRA and other tax-deferred retirement accounts such as the 401(k).

• With 401(k)-type tax-deferred accounts, you get a tax deduction when funds are put into the plan and you pay the tax when you withdraw the funds, usually at retirement. With the Roth IRA you pay the income tax when you put the money in and get no tax deduction, however, all future growth and withdrawals are tax-free to you and your beneficiaries.

• Roth conversion strategies will help you move from being taxed on your funds to enjoying tax-free distributions. You will avoid stock market crashes, bank failures and unnecessary risks along the way - giving you the safety and peace of mind you desire.

• Become a protected investor. A protected investor never invests money unless it is protected from market losses. The rich can take risks with their money, but most Americans cannot.


Click here to Share this site with a friend