A Compelling Case For Converting To A Roth IRA In 2010
The Current Environment
Roth IRA Conversion Benefits
- Income tax rates are at historic lows
- Anyone may convert
- Higher tax rates are likely in the future
Roth IRA Conversion Benefits
- Lock in current low tax rates
- Future tax free income
- No required minimum distributions
Jagen™ Benefits
- Jagen™ offers access to institutional level investment opportunities, portfolios, strategies and management styles often unavailable to individual investors.
- Private fund structure allows portfolio managers to take a true long term approach during the term of each fund.
- Special design features of Jagen™ funds provide an opportunity for a reduced fair market value (FMV).
Jagen™ Tax Advantage $120,000!
1Discount for illustration purposes only. Actual discounts, if applicable, will vary. 2Assumes combined 40% state and federal income tax.