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February 23, 2010

Mtg: The Case for Roth IRA Conversions

by @ 6:11 pm. Filed under ALL, BioEngineering, Communications, Computers/Software, Electrical/Power, Electronics Design
 

TUESDAY March 16, 2010
SF GOLD (Grads of the Last Decade)
Speaker: Katherine Chappell, CRPC, Ameriprise Financial
Time: Pizza and Salad at 6:00 PM; Presentation at 6:30 PM
Cost: none
Place: Ameriprise Financial, 180 Montgomery St, Suite 1700, San Francisco
RSVP: needed by email, for building access
Web: by email to www.e-grid.net/docs/1003-sf-gold.pdf

What you will learn:
â?¢ Get an overview of the 2010 Roth Conversion contributory rules, reasons to consider a conversion in the next couple of years.
â?¢ Learn more about the tax implications, and savings opportunities, available starting this year.
â?¢ Find out which factors to consider before choosing a Roth Conversion.? Join us to see if this strategy can work for you!
This is an informational seminar.? There is no cost or obligation.

Neither Ameriprise Financial nor its affiliates may provide tax or legal advice.? Consult with your tax advisor or attorney regarding specific tax issues.
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC.? Some products and services described may not be available in all jurisdictions or to all clients.

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