You are cordially invited to join us for a Complimentary Dinner
Event at 110 Grill Marlborough. We have enclosed complimentary
admission tickets for you and your adult guest. Seating is
limited, so please guarantee your space now by using one of
the convenient RSVP options listed below.

IF YOU HAVE A TRUST AS PART OF YOUR ESTATE PLAN AND HAVE AN
IRA, YOU HAVE A PROBLEM! But not with a Roth IRA.
That is why everyone wants a large Roth IRA account!

The content presented or offered through handout materials is provided for
information purposes only, is not a guarantee of future success, is subject to
change, and is not intended to serve as the basis for financial decisions. Not
affiliated with or approved, endorsed, or authorized by the Social Security
Administration or any other government agency

All attendees will receive
a FREE copy of

Smart Financial Longevity Planning

by Paul Mauro

Why Consider a Roth IRA Conversion Now?
- Future tax rates are unknown
- Reduce Required Minimum Distributions
- Potentially lower IRMAA (income adjustments for Medicare)
- Eliminate income tax penalties on trust beneficiaries
- Increase the size of your children’s beneficiaries
- Reduce estate and death taxes through a Roth Conversion