Converting to Roth IRA brings new opportunity for all in 2010. Anyone, regardless of income level, will be eligible to convert all or a portion of their Traditional IRA or employer-sponsored plan to a Roth IRA in 2010. Some of the advantages may include tax-free distributions, and no required minimum distributions or income limitations. Experts are saying this legislative change may become the single most powerful estate building and wealth transfer investment vehicle. I invite you to explore how you can take advantage of America’s new tax break.
Please join us for a seminar on the rules and regulations surrounding Roth IRA conversions in 2010 and how you can leverage the opportunity.