Consumers - Free Roth IRA Workshop
Join Us for a Free Roth IRA Workshop & Two Outstanding Bonuses!
For those who have an IRA or retirement plan worth $100,000 or more, James Lange, JD/CPA will deliver his most-cutting edge Roth IRA conversion information available in his updated workshop:
All You Need to Know About the Incredible New Opportunities to Preserve Wealth in 2010
ATTENDEE BONUSES: All attendees receive two hours of Jim’s best Roth IRA conversion material. They also receive a complimentary copy of his best-selling book, Retire Secure! and a certificate for an “IRA Strategy Review” with Jim Lange himself (a $500 value).
The Workshop is FREE, but Seating is Limited. To Reserve Your Seat, Call 412.521.2732.
Upcoming Workshops:
Saturday, August 28, 2010
9:30 – 11:30 a.m. /or/ 1pm – 3 pm
The Pittsburgh Golf Club - Living Room
5280 Northumberland Street
Pittsburgh, PA 15217
Saturday, September 25, 2010
9:30 – 11:30 a.m. /or/ 1pm – 3 pm
Crowne Plaza Pittsburgh South
164 Fort Couch Road
Pittsburgh, PA 15241
Saturday, October 30, 2010
9:30 – 11:30 a.m. /or/ 1pm – 3 pm
Four Points by Sheraton
910 Sheraton Drive
Mars, PA 16046
Saturday, November 20, 2010
9:30 – 11:30 a.m. /or/ 1pm – 3 pm
Doubletree Hotel Monroeville
209 Mall Boulevard
Monroeville, PA 15146
The Workshop is FREE, but Seating is Limited. To Reserve Your Seat, Call 412.521.2732.
What You’ll Learn:
- How to benefit from Roth IRA conversions - even if you thought you were too old or had too much income.
- New opportunities for wealth preservation for older and high income IRA owners.
- How to protect yourself from a decline in your Roth IRA.
- A little-known technique for making a Roth IRA conversion while legally avoiding certain taxes.
- Peer-reviewed proof of the benefits of Roth IRA conversions.
- Accumulation strategies with Roth IRAs and Roth 401(k)s if you are still working.
- The best estate plan for most IRA retirement plan owners.
- Two new tax increases that DRAMATICALLY enhance the benefits of making a Roth IRA conversion in 2010.
- Why 2010 is the best year for making a Roth IRA conversion for middle and higher bracket taxpayers
Special Information: Now Included in the Workshop
Two New Tax Increases Dramatically Enhance the Benefits of Making a Roth IRA Conversion in 2010
Earlier analysis showed Roth IRA conversions are tremendously favorable in many situations assuming no income tax increases would occur in the future. Now we have the convergence of two tax increases that will have a dramatic impact on taxpayers in the 25% or higher tax brackets. The first major change is the sunset of the Bush era tax cuts which by itself will mean increased taxes for taxpayers in the 25% and higher marginal tax brackets. The second increase passed in 2010, effective in 2013, is a healthcare reform surtax of 3.8% on investment income for married taxpayers with incomes of $250,000 or more.
Below is a summary of the new effective tax rates comparing 2010 rates with 2011 rates, the year the Bush Era tax cuts sunset and 2013 rates when the Health Care Reform takes effect. Attend Jim’s workshop and learn how this will impact you and what you can do now to improve your bottom line.
The Workshop is FREE, but Seating is Limited. To Reserve Your Seat, Call 412.521.2732.
A dynamic wealth-building opportunity has opened up in 2010. For many, if not most, high income IRA and retirement plan owners, Roth IRA conversions have been off their radar because of the old $100,000 income limit. With this restriction lifted in 2010, high-income earners need to find out whether a Roth IRA conversion could benefit their family, and if so, how much should be converted and when. If your income is consistently over $100,000, the benefits for your family of a Roth IRA conversion in 2010 can be measured in MILLIONS of dollars. You owe it to yourself and your family to explore whether a Roth IRA conversion of at least a portion of your IRA or retirement plan is appropriate. If so, how much should you convert? When should you convert? Should you make a series of Roth IRA conversions? Come to this workshop for the answers.
