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A change in legislation for 2010 allows anyone, regardless of income level, to convert retirement assets to a Roth IRA, making them tax free in the future. Please join us for a discussion about Roth IRAs, these new rules and implications for the future. Wolf Group professionals will be offering perspective, opinions and advice to interested parties.
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May 26, 2010 - Washington, D.C.
Time: 12:00PM - 1:30PM
RSVP:
info@thewolfgroup.com
1875 I Street, Suite 500
Washington, DC 20006
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Lunch will be provided. Space is limited.
Open invitation for friends and colleagues.
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Topics To Be Addressed:
- Roth IRA basics
- Legislative changes that open the Roth Conversion opportunity up to more taxpayers
- Benefits and considerations of a Roth Conversion
- Why you should consider a Roth Conversion now
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