Roth IRA Conversion Without Tears  
To explore this and other simple solutions contact Michael A. Licciardi at (603) 889-0840 ext. 713 or ext. 706 or Email: Mike Licciardi.
 
Restrictions on moving assets from traditional IRAs into Roth IRAs are lifted this year. That makes it easier to protect a chunk of your assets from future federal taxes. But the switch usually calls for big out-of-pocket payments to Uncle Sam. Our “product funding” solution greatly enhances the ability to let you reduce and perhaps even eliminate your out-of-pocket expense. Simple, easy solutions.