Merrill Lynch Hosts Roth IRA Seminar
Date and Time
Thursday Feb 11, 2010
Thursday, February 11 at 6:30 p.m.
Location
Crystal Lake Country Club
Contact Information
Dan Iscra at (815) 788-2447 or daniel_iscra@ml.com.
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Merrill Lynch Hosts Roth IRA Seminar
Description
Looking for tax-free income in retirement using a Roth IRA? Roth IRAs have always been a smart way to invest for retirement. Now there’s a new reason to consider a Roth IRA conversion. Beginning in 2010, the income restrictions for individuals converting from a Traditional IRA or employer-sponsored retirement plan to a Roth IRA will be eliminated. Attend our informative seminar to hear about many potential benefits and how to use them to your advantage. During the seminar we will cover: What is a Roth IRA conversion? Who might benefit from converting to a Roth IRA? How to apply a Roth IRA conversion to meet your retirement income and estate planning goals. When it may be appropriate to convert and details on a special tax advantage in place just for 2010 conversions. Find out whether a Roth IRA conversion may be right for you. Join us for hors d’oeuvres at Crystal Lake Country Club on Thursday, February 11 at 6:30. The seminar is free, but seating is limited and reservations are required. Please contact Dan Iscra at (815) 788-2447 or daniel_iscra@ml.com.
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