Silver Planet Webinars on Caregiving, Consultations, Expert Advice, Eldercare, Financial Planning, Senior Housing, Housing, Reference, Security, Supplemental Health Benefits
Is a Roth Conversion Right for You?
Four in 10 American households own IRAs, but many still do not know of a once-in-a-lifetime opportunity in 2010 for income tax planning.
That planning opportunity is known as the “Roth conversion.” Whether it is right for you depends on many factors. A conversion involves paying taxes now to avoid paying taxes in the future. Some will lose money with this strategy, but many will gain a great deal.
In this FREE WEBINAR, Deborah Hoskins, JD, CFP, will walk you through the many assumptions and features inherent to this tax planning strategy so that you can make the right choice!
This event is scheduled for June 18, 2010. Please join us at 12:00 PM EDT (11:00 AM CDT, 10:00 AM MDT, 9:00 AM PDT).
Our Silver Advisors™ are professional geriatric care managers and other experts who provide phone consultations on preventing falls, navigating Medicare, evaluating senior driving challenges, and other issues baby boomers must resolve while caring for an aging loved one. Silver Advisors clarify concerns, suggest a plan of action, help prioritize next steps, and furnish personalized written plans and recommendations. All callers receive a complimentary 15-minute consultation.
