News & Events

WEBINAR: 2010- The Year of the Roth

Changes in the tax code have presented all investors with a unique opportunity in 2010 to convert assets held in their Traditional IRAs over to a Roth IRA. This webinar will cover what these changes are and how 2010 will be unlike any other year when it comes to converting assets to a Roth IRA. We will cover questions to ask yourself in deciding whether the time is right for you to convert, and also the steps that you will need to take if you do decide to take action.

Please join us for this important webinar that will help you take advantage of this one-time opportunity.

To participate in the seminar and receive instructions on how to log-in, please email Scott Maurer at smaurer@theentrustgroup.com  Participants will be able to ask questions of the presenter during the webinar.