New Roth IRA conversion marketing materials

QuickCards™

Starting this year, anyone with a traditional IRA may convert it to a Roth IRA regardless of income. The conversion is taxable, however, and a thoughtful planned giving strategy may offset some, or even all, of this tax. Pentera’s new Roth IRA QuickCards™ detail the tax implications of the Roth conversion and help your constituents determine if this charitable opportunity is right for them!

• Fast and convenient to produce (2 to 3 weeks).
• Motivate readers with eye-catching visuals and strong calls to action.
• Available in 1-panel and 2-panel formats, with two bold design options to choose from.
• Brand them with your organization’s colors and photos!

Newsletter

Newsletter topic also available!

If you’d like to feature the Roth IRA conversion in your planned giving newsletter format, look no further than Pentera’s latest topic, Converting Your Traditional IRA to a Roth? Charitable Planning Can Help.