Conversions are Fine After 2009 — New Roth IRA Rules Beginning in 2010

2006 legislation effective in 2010 is driving numerous calls to the IRA consulting line from customers who are unaware of the change in conversion/rollover eligibility criteria. Financial organizations may see increased Roth IRA activity and be faced with new questions from IRA owners.

Join us to learn how to:

• Understand the change in conversion/rollover eligibility requirements
• Understand the side affects of the change in requirements
• Understand the operational impact on a financial organization

Register below for our 60-minute “Conversions are Fine After 2009 – New Roth IRA Rules Beginning in 2010” webinar. Cost is $219.

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