"Helping Clients Understand Roth IRA Conversions – New Rules and Benefits" Webcast presentation. Just a reminder!!!!
Date: Thursday, June 24, 2010
Time: 2:00 pm ET / 11:00 am PT
Duration: 60 minutes
Overview:
Join us on June 24th, 2010 for an informative webinar for CPAs and Professional Tax Advisors featuring Jon Currence, Vice President of Merrill Lynch Personal Retirement and Philanthropic Services Group. Jon will discuss how to apply various types of Roth IRA conversion strategies that can help meet clients’ retirement income and estate planning needs, how to evaluate the impact, and how to identify appropriate clients.
While there are many benefits to a Roth IRA Conversion, this is a case where one size does not fit all. Because everyone’s circumstances are different, you will learn how to evaluate a Roth IRA conversion strategy in the context of an individual’s overall financial goals and resources, along with the variety of factors that need to be considered to determine whether a Roth IRA conversion makes sense.
Key points to be covered:
• Roth IRA basics, including conversion strategies and benefits
• Identifying suitable clients
• Re-characterization after conversion
• Strategies for avoiding pitfalls as well as seeking opportunities
• Tools and resources
At the completion of the presentation you’ll be able to ask Jon questions during the live Q and A session. Also, if you actively participate in the polling questions and pass the brief assessment at the conclusion, you’ll receive one (1) Continuing Professional Education credit.
Featured Speaker:
Jon Currence
Vice President Personal Retirement
and Philanthropic Services Group
Merrill Lynch
**Please note, this CPE webinar will be available on demand starting June 25th.
Date: Thursday, June 24, 2010
Time: 2:00 pm ET / 11:00 am PT
Duration: 60 minutes
Overview:
Join us on June 24th, 2010 for an informative webinar for CPAs and Professional Tax Advisors featuring Jon Currence, Vice President of Merrill Lynch Personal Retirement and Philanthropic Services Group. Jon will discuss how to apply various types of Roth IRA conversion strategies that can help meet clients’ retirement income and estate planning needs, how to evaluate the impact, and how to identify appropriate clients.
While there are many benefits to a Roth IRA Conversion, this is a case where one size does not fit all. Because everyone’s circumstances are different, you will learn how to evaluate a Roth IRA conversion strategy in the context of an individual’s overall financial goals and resources, along with the variety of factors that need to be considered to determine whether a Roth IRA conversion makes sense.
Key points to be covered:
• Roth IRA basics, including conversion strategies and benefits
• Identifying suitable clients
• Re-characterization after conversion
• Strategies for avoiding pitfalls as well as seeking opportunities
• Tools and resources
At the completion of the presentation you’ll be able to ask Jon questions during the live Q and A session. Also, if you actively participate in the polling questions and pass the brief assessment at the conclusion, you’ll receive one (1) Continuing Professional Education credit.
Featured Speaker:
Jon Currence
Vice President Personal Retirement
and Philanthropic Services Group
Merrill Lynch
**Please note, this CPE webinar will be available on demand starting June 25th.
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