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Mike Curtiss CFP®, President and Chris Bailey MBA, Financial Planner, of Envisioning Financial, Inc., an Indiana financial planning and consulting company, announced their plans to conduct a complimentary seminar on Roth IRAs and the new rules affecting Roth conversions that take effect January 2010.
Topic: To Roth or Not to Roth - Making a Good Deal Even Better
Date: Thursday, September 10, 2009
Location: Country Club of Indianapolis, 2801 County Club Rd., Indianapolis, IN 46234
Cost: None
Agenda: 6:30 pm Refreshments/Networking; 7-8 pm Presentation
Individuals and couples having income in excess of $100,000 have not been eligible to consider converting a traditional IRA to a Roth. In five months, that restriction will be lifted.
During the seminar, attendees will learn:
Law changes which may enhance the Roth option Implications on estate planning, retirement, Medicare and more
Roth tax strategies How to evaluate the suitability of a Roth conversion Steps individuals should take now
"Roth IRAs have always been a great investment plan option," said Bailey. "With the income cap gone, everyone is now able to take advantage of this window of opportunity."
In addition to Curtiss and Bailey, Patrick Sanders, CPA, of Patrick Sanders & Co. will be on hand to answer any tax questions as they relate to the topic. All attendees can request a complimentary Roth IRA analysis for attending the seminar.
About Envisioning Financial
Envisioning Financial, Inc. (envisioningfinancial.com) is a Brownsburg, Indiana-based financial planning and consulting company offering personal financial and retirement planning assistance and a complete range of investment strategies. Securities are offered through Pacific West Securities, Inc. Member FINRA/SIPC. Advisory services provided through Pacific West Financial Consultants, Inc., a Registered Investment Advisor. For more information contact Mike Curtiss at (317) 858-2222, or email mikec[.]envisioningfinancial.com or contact Chris Bailey at (317) 858-3700; cbailey[.]envisioningfinancial.com.
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