Increase your bonus annuity sales - use a premium bonus to pay the taxes on a partial Roth IRA Conversion. This calculator determines how much you can "carve-out" and convert to a Roth IRA and have the tax bill paid by the premium bonus.

• Simple to use

           -  Retirement account balance, tax rate, and amount of premium

              bonus are all you need to know

• Easy to illustrate

           -  Generate a pie chart that shows your clients how much they can

              move to "tax free" and have their tax bill paid for them

• Tax free benefits

 -  Show your clients how to get tax free growth, tax free

    income, tax free benefits for their heirs, protection from

    future tax hikes and no required RMDs

• Leverage your results

           -  Talking about moving money from "taxable" to "tax free" and

               having the tax bill paid will get you in front of more people with

               retirement assets

           -  You will close larger cases because you move the entire

               retirement account (to maximize the bonus) then carve-out a

               portion to convert

Available FREE to contracted agents.  Log-in and under Point Of Sale

go to "Roth Carve-Out Calc. "

Not contracted - contact us at 1-800-342-0023 if you are interested

in having access to this and many more "keys" to increase your IA sales.