Do you know about the government’s big “tax sale” coming in 2010? Are you ready for massive amounts of retirement money heading for a tax loophole? Can you free money locked up in employer-sponsored retirement plans? If so, Roth IRA conversions in 2010 will be your one-year opportunity to make a lot of money IF you know the ropes. High income, retirement-minded professionals have been locked out of Roth IRAs because they make too much money. But, in 2010 the floodgate will be opened and massive commission checks will land in the hands of smart advisors. You can join the parade!

My “Guide to Roth IRA Conversion” is now available to BHC affiliated advisors. This publication was written as an easy-to-read “why and how to” manual for Roth IRA conversions. It gives you the details, reasons and limitations for moving tax-deferred money to a tax-free haven which can be stretched over the life expectancy of the next generation. What’s more, a companion publication tells you how to unlock 401(k) money regardless of age, while still working, without triggering taxes and never missing an employer matching contribution. Be part of the Roth conversions stampede in 2010.

Virtually everyone expects income taxes to rise in response to a massive federal budget deficit. The data show that taxing only the wealthy will not be sufficient – taxes are poised to rise across the board for working Americans. Retirement accounts are currently depressed in value after having suffering two major market meltdowns in this decade. Add fees and the ravages of inflation to the account balances and the scene is very ugly. Furthermore, the economic outlook is far from clear. While depressing, the economic landscape is perfect for converting qualified retirement money to a Roth IRA.

For the high wage earners, business owners, professionals and executives converting to a Roth IRA has not been an option. Unfortunately, surveys indicate that most affluent Americans are not aware of the Roth opportunity coming in 2010: they’ve been too busy salvaging careers, nursing massive losses and downsizing their businesses. When educated about Roth IRAs the smart money will welcome the opportunity to eliminate future income taxes, tax-shelter Social Security benefits and pay lower Medicare premiums, get more mileage from itemized deductions, and create a guaranteed tax-free lifetime income for themselves and their beneficiaries. The new Roth IRA conversion guide is your ticket to a one-year-only sales bonanza.

BHC has put together a turnkey marketing approach to tap into this fertile market. It is offered at no cost to our producers, and we’re eager to share it with you. The beauty of this upcoming year-of-the-Roth will be limited players as brokers have commission conflicts and most independent financial advisors lack the tools and know how. If you need more sales, larger cases and less competition BHC has the answer. Give us a call and get in on the ground floor of the Roth IRA conversion excitement.

Shelby J. Smith, Ph.D.
October 2009
President & COO, BHC Marketing, Ltd.  

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