The workshop will be presented by Jamie Cooke, investment coach with MC2 Wealth Solutions.
“The Roth IRA always has offered one key advantage over the traditional IRA: a tax-free income stream in retirement,” Cooke said. “Thanks to the new 2010 Roth IRA conversion rules, anyone, regardless of income, now can shift a large portion of assets from their tax-deferred IRAs to a tax-free Roth. Yet studies show that the taxpaying public is confused about Roth conversions.”
This workshop will help cover the basics of Roth IRA conversions; why the Roth offers the greatest control over retirement assets; when a Roth conversion makes sense and when it doesn’t; strategies for tax diversification and income flexibility with the Roth; the powerful role the Roth plays in estate planning; and a special tax “sale” only for 2010 conversions.
Attendees also will learn how to convert to a Roth IRA, key dates on the Roth IRA conversion timeline, why timing Roth withdrawals is so important and how to reverse an ill-timed conversion and pay no tax
Seating is limited, and reservations are recommended. To register, call Jamie Cooke at 825-3001.