Friday, March 26, 2010

Should you convert your Traditional IRA to a Roth IRA?

         Under new rules, 2010 marks the first time many investors can convert a Traditional IRA to a Roth IRA.  This presents an outstanding opportunity to minimize future taxes, avoid required minimum distributions and leave an income tax free legacy for your children and grandchildren!

         With a customized estate plan, this legacy may provide for your children and grandchildren decades of tax-free growth, which may be protected from lawsuits, divorcing spouses and estate taxes.

         What is special in 2010?  The $100,000 Modified Adjusted Gross Income limitation no longer applies.  Now anyone can convert from a Traditional to a Roth IRA.

         Should you make the conversion? 

         If you make the conversion who should be your beneficiary?

Find out the answers in one of two ways.

         1. Attend a FREE one-hour educational workshop on April 1, Thursday at 10 a.m. or 2:00 p.m. at the Ameritel Inn, 7965 W. Emerald, Boise, Idaho to learn the answers to these questions.  Reservations are required so call The Graham Law Office, 344-0375 for reservations. 

         2.  Visit our website after April 5, and the handouts from the April 1 presentation will be available.