Roth IRA Conversion Education Materials - Converting from Traditional IRAs to Roth IRAs

= Review printed booklet; = Review Internet version; = Review slide presentation

Roth IRA Communications
Fact sheet available

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

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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

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Roth Conversion Analyzer

Roth Conversions 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.

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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

This comprehensive booklet explains the differences between a Roth IRA and the traditional IRA. Covers the Roth IRA's eligibility requirements, contribution limits, tax consequences, and distribution rules.

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Click here to request information regarding Newkirk's Roth IRA Communications. Or, contact Newkirk by phone at 800-525-4237.