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HENDERSON, NV, April 14, 2010 /24-7PressRelease/ -- Joe Luby, Founder of Jagen Investments, LLC, announced today that the firm has hired Impact Communications, one of the financial services industry's leading PR firms, to further increase its visibility and outreach to registered investment advisors, independent trust companies, broker/dealers and institutions.
"In January 2010, Jagen unveiled a proprietary new way for accredited investors to access institutional-level investment opportunities with notable tax and IRA conversion efficiencies," Luby said. "2010 presents a once-in-a-lifetime opportunity for investors of all income levels to convert their traditional IRAs to Roth IRAs and defer the related income tax obligations over two years. Jagen felt it was the proper time to hire a public relations firm to help us spread the word about the additional tax advantages and potential gains that advisors can help their clients enjoy when the IRA money is held inside one of Jagen's innovative funds."
Jagen's investment offerings are managed by firms such as Nuveen Investments and Capital Guardian. Jagen funds are designed to apply discount valuation principles to the income tax liability on IRA distributions and conversions, as well as to the gift tax, estate tax and generation skipping transfer tax (GST) realm. "It is the solution to a big IRA tax problem," Luby said. "An all-star team of attorneys, CPAs and financial advisors has been researching and building this solution for over three years now."
Craig Stone, one of the original Jagen design team members and an attorney specializing in tax and estates issues for affluent families and business owners explains that "Jagen offers access to significant institutional investment management services from top firms around the country, while also providing the potential for significant tax efficiencies on large Roth IRA conversions."
"Jagen offers one of the most innovative tax saving strategies in existence," said Marie Swift, president and CEO of Impact Communications. "Jagen's value proposition is sure to resonate with advisors, CPAs and attorneys. It's a viable tax and IRA conversion solution for the high net worth investor."
Financial professionals who serve accredited investors can request detailed information directly from Luby at email@example.com.
About Jagen Investments, LLC
Jagen Investments was developed by a six-member design team led by Joe Luby which included renowned trust and estate attorney Roy M. Adams. The Jagen strategy is implemented through the use of highly specialized limited liability companies (LLCs). Each LLC operates as a separate private fund and the investment capital in each fund is invested according to that particular entity's investment objective and strategy. For more information, visit www.jagenfunds.com.
About Impact Communications, Inc.
Founded by Marie Swift in 1993, Impact Communications specializes in developing effective client communications and marketing strategies for a select group of highly successful financial advisors and allied institutions to increase both visibility and credibility within their niche markets. In addition to marketing strategy and media promotions, the firm offers clients graphic design services and executive coaching. For more information, visit www.impactcommunications.org.
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