A Newkirk news release said the kit is timed to coincide with new rules as of 2010 changing the annual income limitation for a Roth conversion.
Newkirk’s booklet and HTML version have been developed in a question-and-answer format that the company said can be distributed in person, via email, or via a Web site. Newkirk also has a PowerPoint presentation and a script to use for seminars.
“We recognize that our customers need to accurately relay to their clients the facts and possible benefits of pursuing a Roth IRA Conversion, so we’ve responded with a variety of materials and formats to cover all the bases,” said Pete Newkirk, president of Newkirk, in the news release. “This is a nice opportunity for financial professionals to offer higher income clients new and favorable money-saving options, especially with the potential advantage of spreading income-tax consequences over two years.”
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