EVERYTHING YOU NEED TO KNOW
for our complimentary
Join us on June 24th, 2010 for an informative webinar featuring Jon Currence, Vice President of Merrill Lynch Personal
Retirement and Philanthropic Services Group. Jon will discuss the many benefits and key considerations of funding a
Roth IRA, converting a traditional IRA or other qualified plan into a Roth IRA, identifying potential clients for Roth IRAs,
and determining suitability.
Roth IRAs are not without their downsides, and this webcast will discuss both the main advantages and key potential negative
aspects of the various Roth IRA options. This approach will enable the CPAtax professional advisor to educate and inform
both themselves and their clients about the benefits and other considerations related to Roth IRAs.
Key points to be covered:
• Roth IRA basics, including conversion strategies and benefits
• Identifying suitable clients
• Qualified plan conversions
• 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 & A session.
DATE: THURSDAY JUNE 24TH, 2010
TIME: 2:00 PM ET/11:00 AM PT
DURATION: 50 MINUTES, PLUS LIVE Q & A SESSION
Register TODAY www.bankofamerica.com/cpawebinar