Mike Hull, CFP with Investment & Retirement Advisors, LLC will hold a Roth Conversion seminar “Is a Roth Conversion Right for You?” at 2 p.m. and 6:30 p.m. Thursday, Feb. 25 at the Rutherford County Chamber of Commerce.
Hull will present information on the new 2010 changes affecting one of the most popular investment planning tools, the Roth IRA.
The Roth IRA is an important investment consideration during estate planning and future retirement income planning due to its tax-free retirement income possibilities.
Now higher income earners may be eligible to convert those traditional IRAs to Roth IRAs, which would allow tax-free withdrawals at retirement to them as well.
This seminar is open to anyone interested in learning more about Roth conversions and will be helpful in determining if this conversion is right for you. The seminar is currently open and seats are available by reservation only.
Call Hull at 896-1181 to reserve your seat. |
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