To Roth or Not To Roth



To Roth or not to Roth?  What are the questions?

Why is everyone talking about Roth conversions?  What’s new about the Roth IRA?  How can a Roth help reduce or eliminate tax on your retirement income? How can you side-step the greatest pitfalls in converting an existing plan to a Roth? Why is a Roth IRA possibly the best legacy you can leave to your family?

Join Gary Thomas for the answers.  In addition to advising nearly a thousand individuals, families and businesses in the Pioneer Valley and the Berkshires, Gary is the popular host of WHMP’s premier call-in program on financial topics, “ON THE MONEY”, broadcast every Wednesday from 5 to 6 PM, and reprised on Saturday mornings.

Come, have a cup of coffee and enjoy the Delaney House’s fabulous Viennese Table Dessert Bar while you hear some important facts that may give you a valuable new perspective. Don’t miss out on this opportunity! Space is limited to 30 people for each evening, so please call TODAY to reserve your place!

Events are February 23, March 9, and March 11 from 6:30 - 8:00PM

To be fair to all attendees, we will be unable to seat anyone without a confirmation.

Please call The Wealth Technology Group today at 413-739-3511 or 800-266-6793 or fill out this form to register: