Medicare - Long Term Healthcare -Personal Benefits - Retirement Planning (Fishers, Indiana)

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Roth IRA Conversions

Check out the opportunity of a lifetime with special Roth IRA conversion benefits. The process of moving IRA or employer plan assets to an account producing tax-free benefits has special opportunities at this time. What are the qualifications? When do the income taxes have to be paid? When does the five year period begin? What is the "pro-rata" rule? You have questions; Jay Cox has answers.

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Jay Cox is a specialist in senior's healthcare planning: Medicare Supplement and Advantage programs; Prescription Drug Plans; Long-Term Health Care; Critical Illness Coverage (Cancer/Heart Attack/Stroke); Final Expense Planning; Dental Insurance; Hospital Reimbursement; Roth IRA conversions; and, Guaranteed Lifetime Income. Service area is Central Indiana- to include Indianapolis, Carmel, Westfield, Fishers, Noblesville, Cicero, Castleton, Geist, Fortville, Oaklandon, McCordsville and Greenfield. Tags: medicare, personal benefits, senior, senior healthcare, health care, retired, investment, financial planning, insurance, indianapolis, carmel, fishers, noblesville, cicero, castleton, geist, fortville, oaklandon, mccordsville, greenfield, hamilton county