Estate & Tax Advisory Council
Benefits of a Roth IRA Conversion Presentation

Is the New 2010 Roth IRA conversion opportunity something you should consider?

New to 2010, the income restrictions for individuals converting from a Traditional IRA or employer-sponsored retirement plan to a Roth IRA have been eliminated.

Learn about the potential benefits of a Roth IRA conversion
Attend our informative seminar to hear about the many potential benefits and, if appropriate, how to use them to your advantage.

During this presentation Vince Clemente ’75 and John Corey ’70, members of the Saint Patrick Estate and Tax Advisory Council will cover:

• What is a Roth IRA conversion?
  
• Who might benefit from converting to a Roth IRA?
  
• How to apply a Roth IRA conversion to help meet your retirement income and estate planning goals.
  
• When it may be appropriate to convert and details on a special tax advantage in place just for 2010 conversions.