Special Feature Topic: “What you need to know about Roth Conversions…and how to manage in your practice”

APPROX for 20-30 minutes… with questions and discussion

Speakers: Steve Lippman & Daniel Romanow

Then on to Our regular meeting topic

Moderators:

Michael Rubinstein, CPA of Topper, Scheer & Rubinstein CPAs LLP
Gary Sanders, CPA of Raphael, Sanders, Goldberg, Nikpour & Cohen

Credits: 2 CPE/MAP
Location: On Parade Diner, Woodbury
Time: Registration: 7:30 AM
Program: 8:00 - 10:00 AM
Cost:

On or before Friday, March 19 - $20.00
After Friday, March 19 - $30.00

Special Feature Brief Outline:

We will explore a range of issues relevant to investors who would like a better understanding of Roth IRAs, including:

· The benefits that tax-deferred investing can provide

· The advantages and disadvantages of converting to a Roth IRA

· Which investors are the best candidates for conversion

· How to best pay the tax costs incurred in a conversion

· The advantages of stretching the Roth IRA as a legacy vehicle for heirs