Last Chance for a Roth Conversion during 2012

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On October 18th I gave a seminar on Roth conversions and how to get tax free growth and income for life. While Roth conversions will be advantageous for some next year, they are advantageous for nearly everyone in 2012. There are a number of premium content presentations we offer to those who subscribe to the blog, and there is no charge for subscribing. But time is running out on this tax planning technique. Here we give this presentation away for everyone:

If you are interested in discussing taking advantage of this technique in 2012, contact us today.

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We have no secret ingredient at Marotta Wealth Management. Instead, we openly and publicly publish our strategies as articles on our website.

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President, CFP®, AIF®, AAMS®

David John Marotta is the Founder and President of Marotta Wealth Management. He played for the State Department chess team at age 11, graduated from Stanford, taught Computer and Information Science, and still loves math and strategy games. In addition to his financial writing, David is a co-author of The Haunting of Bob Cratchit.