Under new rules, 2010 marks the first time many investors can convert a Traditional IRA to a Roth IRA. This presents an outstanding opportunity to minimize future taxes, avoid required minimum distributions and leave an income tax free legacy for your children and grandchildren!
With a customized estate plan, this legacy may provide for your children and grandchildren decades of tax-free growth, which may be protected from lawsuits, divorcing spouses and estate taxes.
What is special in 2010? The $100,000 Modified Adjusted Gross Income limitation no longer applies. Now anyone can convert from a Traditional to a Roth IRA.
- Should you make the conversion?
- If you make the conversion who should be your beneficiary?
Find out the answers in one of two ways.
- Attend a FREE one-hour educational workshop on April 1, Thursday at 10 a.m. or 2:00 p.m. at the Ameritel Inn, 7965 W. Emerald, Boise, Idaho to learn the answers to these questions. Reservations are required so call The Graham Law Office, 208-344-0375 for reservations.
- Visit our website after April 5, and the handouts from the April 1 presentation will be available.
