Roth IRA conversions is it right for you? April 8th 11:30 am or 4:30 am and April 9th 7:30 am at the St. James Hotel - We have acquired a software program to help evaluate whether it is advantageous to consider a Roth IRA conversion. As you probably are aware, this year 2010 eliminates the income limitations for traditional IRA conversions. There is also an option to defer and spread the tax consequences over 2011 and 2012. Please know that you, your friends, family, and clients are invited to attend. Please RSVP by calling 651-388-7103 x10 or via e-mail to marlys@sorensenbenefits.com by Monday, April 5th.
