Response letter
May 7, 2002
Client name
Street Address
City, State Zip
Dear Client name,
Enclosed is the Roth conversion brochure that you ordered (ideal for any money that can be rolled into or already is in an IRA). This proven and tested strategy will enable you to grow your IRA tax free for up to three generations (currently your IRA is growing tax deferred).
The new and improved Roth conversion program allows you to replace the up front conversion costs normally associated with traditional Roth conversions with a greatly reduced tax that can be spread out over up to 30 years.
The enclosed brochure explains the strategy in more detail. Please call us at (xxx) xxx-xxx to set up an appointment.
Best regards,
Agent name