News & Events

Do Roth Conversions Make Sense? How to Analyze the 2010 Roth Conversion Opportunity

By now you have probably heard about the opportunity that is coming in 2010 to convert your tax deferred funds in your retirement account into tax free funds. There are many questions that arise with this opportunity that is being presented to all Americans in 2010. This special educational class is for those that want to hear about one expert's analysis on this great opportunity. We will be analyzing this in the hopes that whether you are a high net worth individual or someone who is just trying to make up loses from 2008 it will be evidently clear that the information applies to anyone with a retirement account that is interested in tax free gains for themselves and/or their heirs. This is one class you, your family and all of your advisors must attend.

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