Savant Financial Experts to Answer the Question “To Roth, or Not to Roth?”
Press Release - Savant Capital Management
April 23, 2010
What: “To Roth or Not to Roth?” That is the question. So, what is the answer? With 2010’s removal of the $100,000 income cap, there has been a lot of hype regarding the ability for anyone to convert their retirement money to a Roth IRA regardless of their income. The lure of “tax-free distributions forever” sounds very appealing. No required distributions at age 70 ½ and, for 2010 only, the option to pay the tax on the conversion in 2011 and 2012. Convert now, pay later! Just because an investor can convert, doesn’t mean he should. But how do you know if a Roth conversion is good for you? Savant’s financial experts will address these questions and give the tools to help determine whether or not a Roth conversion makes sense for you.
When: Tuesday, May 4, 2010. Registration: 6:45 p.m.; Program begins at 7 p.m.
Where: NIU Rockford, 8500 E. State St., Rockford
To RSVP: Call Savant Capital Management at 815-227-0300 or log onto www.savantcapital.com/SAGE.