Troy, MI (PRWEB) January 30, 2010
The seminars will cover the following topics, in lesser and greater detail, respectively: (1) The differences between Roth IRAs and traditional IRAs; (2) How the minimum distribution rules apply to Roth IRAs; (3) The taxation of Roth IRA distributions; (4) How to convert, re-characterize, and reconvert a traditional IRA/Roth IRA; (5) Why a participant's estate plan should be revised after a Roth IRA conversion; (6) Why trusts are the best way to ensure and safeguard a Roth IRA stretch-out; and (7) The role of life insurance and charitable giving in a Roth IRA conversion.
Interested professionals should contact Jennifer Trevaskis at jtrevaskis(at)disinherit-irs(dot)com to schedule a private training session at our office (complimentary). Non-professionals are also welcome to attend. Interested professionals, for whom attendance at our office is impractical, should also contact Jennifer Trevaskis to schedule a web-based seminar (for a reasonable fee). Handouts will be provided.