The American Triamond™

PROVIDENCE KINDNESS REWARD

The sad part is that most Americans do nothing to reduce their taxes. So, when they retire, they end up paying income taxes on their IRA and 401(k) withdrawals. And, if their children inherit their accounts, taxes are always taken out first, before their children can get whatever is left.

The old way to avoid paying taxes at retirement was to convert your IRA to a Roth IRA. Withdrawals from a Roth IRA are tax free after five years, once you reach age 59 ½ .   However, if you convert, you have to pay conversion taxes now, and you have to find extra cash to pay the taxes. You cannot use you IRA funds to pay the taxes.

Does it feel like there is no escape?   If you convert - you pay income taxes now.   If you don't convert - you will pay income taxes later, when you retire.   And, If you earn more than $100,000 per year - you cannot convert, even if you want to.

So, what is the solution?

The answer is simple. Ask The American Triamond to relocate (not convert) your IRA or 401(k) into a Tax-Free Roth IRA.   You will not have to pay any taxes at all.  Not now and not later.  Your only expense will be 5% + $990  from within your IRA. You will not have to come up with any extra cash. You will not have to pay anything at all. This can be much less expensive than the taxes you will have to pay otherwise.

We can relocate, without owing taxes, your entire IRA or 401(k)* into a Roth IRA, even if you earn more than $100,000 per year.   (Complies with the tax rules and permitted by the IRS) .

If your income and other assets are sufficiently high and you don't expect to need your IRA or 401(k) for your retirement, it can be relocated directly into your children's or grandchildren's Roth IRAs. This will also remove the assets from your estate and avoid gift, estate, and generation-skipping taxes.

For more information please contact us.  We look forward to rewarding you with a tax-free retirement.

Please fill in the following brief form and click the Submit button.

Your privacy is guaranteed. We never share private information with anyone.

Name:
Email Address:
Phone:
Comments:

We are a no-fee service organization - we derive our income through capital gains. We do not provide legal, financial, or investment advice. We do not sell or promote any securities. We never recommend a service unless we are convinced it is right for you.

We treat our customers like friends - and they really are.

(*) This service is not recommended for accounts of less than $20,000.  Relocation from a 401(k) account is available upon retirement or after changing jobs.

---

www.triamond.com            email:  roth@triamond.com              Tel. 617-254-1256