Roth IRA Conversion 2010

Delta Financial Advisors, Inc.
10539 Metropolitan Avenue, Kensington, MD 20895
301.962.0480; contact@dfadvisors.net

IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

If converting a Traditional IRA to a Roth IRA, you will owe ordinary income taxes on any
previously deducted Traditional IRA contributions and on all earnings. A conversion may
place you in a higher tax bracket than you are in now. Because Roth IRA conversions may not
be appropriate for all investors and individual situations vary we suggest that you discuss tax
issues with a qualified tax advisor.

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