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Event Details
Please join us in my office as we participate in a monthly teleconference series, The Advisors Forum Presents Live CPE Series. This coming month the topic is: Set-Up in Basis Rules led by Robert S. Keebler, CPA, MST.
Despite the lull in the market, now more than ever is a good time for a person to look at converting to a Roth IRA, especially if one is optimistic about the market rebounding. Even if the market fails to rebound, a person can still "undo" (i.e. recharacterize) his/her conversion and generally be in no worse position than if no conversion was done at all.
During this session, we will discuss the following topics:
- 2010 two-year dilemma
- Roth Segregation Conversion Strategy
- Analyzing recharacterizations
-Tax sensitive withdrawal strategies using Roth IRAs
It will be held Thursday, July 29th, 2010 at 10:00 a.m. Registration and brunch begin at 9:45 a.m.
Please register by clicking on the "Register Now" button or call our office at (760) 930-1987, ext 3#. My assistant, Ronni Light, will call to confirm your attendance, or feel free to call me at (760) 930-1987. Seating is limited, so please enroll early. I look forward to seeing you on July 29th.
Sincerely,
Debra Leffler Streeter
Where
Streeter Law Group, A PC
2385 Camino Vida Roble, Suite 101
Carlsbad,
CA 92011
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Streeter Law Group, A PC
Our mission is to have a client-centered firm, where our first consideration is our client’s goals. We then work as a collaborative team where we, as part of that team, develop legal strategies that are unique to each client to help the client achieve their goals. Our goal is to establish a life-long relationship with each of our clients. To that end, we strive to have regular contact and thorough communication with each client to make sure we are taking into account changes in their business, personal and family goals as well as changes in the law. Thorough communication is achieved when we listen to our clients goals and concerns and apply our unique expertise to provide choices of solutions.
2385 Camino Vida Roble, Suite 101 Carlsbad, CA 92011
(760) 930-1987
WWW.STREETERLAW.COM
