Is a Roth IRA conversion worth a possible TRIPLE TAXATION? We don’t think so… ®
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ROTH
IRA
When you convert your traditional IRA into a Roth IRA you could have to pay significant taxes which include conversion, income and ultimately an estate tax when you die. This means your IRA could lose 70-75% of its ultimate value to taxes! The Howard Kaye Insurance Agency, Inc. has a better plan for you: The 401 Kaye Plan. We are the leading experts on the innovative use of life insurance to create and preserve wealth
Think before you leap, you’ll be glad you did! Call Howard Kaye Insurance Agency, Inc. today at 1-800-343-7424 to learn more about the 401 Kaye Plan and the many options that will guarantee* a tax-free gift for your loved ones and favorite charities. We’ll show you how to save on income and estate tax while ensuring suring your lasting legacy.
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you do not need to maintain your lifestyle, converting it to the Roth IRA may prevent you from creating the maximum amount of money for your family and charity.
If you’re 60 or older and enjoy an estate valued at $3 million or more, you have given careful consideration to your retirement and legacy. If you have an IRA worth upwards of $500,000, which
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5100 Town Center Circle, Suite 550 | Boca Raton, FL 33486 www.howardkayeinsurance.com * Based on the claims paying ability of that insurance company. Howard Kaye Insurance Agency, Inc. does not give tax or legal advice. Clients should consult their own tax and legal advisors prior to entering into such transactions.
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