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2009 Year-End Financial Planning Strategies
-- This paper highlights strategies to be familiar with for year-end planning including AMT planning, investment income, retirement distribution planning and annual gifting to family and charities.
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The Roth IRA Conversion Opportunity Seminar
-- An investor-oriented presentation that highlights the unique 2010 Roth conversion opportunity and identifies key considerations when converting to a Roth IRA.
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Prospecting Mailer: Weighing the Roth Conversion Opportunity
-- Effective January 1, 2010, more investors will have the opportunity to convert taxable retirement savings into a Roth IRA, where qualified distributions are tax-free. This prospecting mailer is intended for advisors to use with their clients.
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Seminar Invite Template: Weighing the Roth Conversion Opportunity
-- Effective January 1, 2010, more investors will have the opportunity to convert taxable retirement savings into a Roth IRA, where qualified distributions are tax-free. This customized invitation is intended for advisors to use with their clients inviting them to a Roth IRA Seminar.
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Briefing Paper: Weighing the Roth Conversion Opportunity
-- Effective January 1, 2010, more investors will have the opportunity to convert taxable retirement savings into a Roth IRA, where qualified distributions are tax-free. This paper examines who might consider converting all or a portion of their qualified, tax-deferred assets to a Roth IRA; compares characteristics of traditional and Roth IRAs; and presents key considerations when converting to a Roth IRA.
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