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Rosenberg Wealth Management
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Let’s have an honest conversation to Protect your wealth
Rosenberg Wealth Management, LLC
Email: danny@rosenbergwealthmanagement.com
Hours: Monday – Friday: 9am – 5pm
Name
Email Address
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Phone Number
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City
State/Province
AGE
WHY ARE YOU INTERESTED IN A ROTH IRA CONVERSION, USING OPM TO PAY THE TAXES?
Turn a Taxable Traditional IRA into a Tax-Free IRA
Eliminate a potential tax liability for your spouse or heir
Eliminate or reduce my RMD’s at age 73
Saving approximately 1/3 of my assets by using OPM to pay the tax liability
TIME FRAME ON CONVERTING YOUR TAXABLE TRADITIONAL IRA INTO A TAX-FREE ROTH IRA
Immediately
1-3 Months
3-6 Months
I am just gathering information. Not interested at this time.
AMOUNT TO INVEST
Less than $300,000.00
$300,000.00 TO $500,000.00
$500,000.00 TO $1,000,000.00
$1M (+)
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