Meeting - November 18, 2010
talked to the group today about Roth IRAs and the benefits that exist for converting a regular IRA to a Roth before the end of the year. Jason was careful to note that the conversion is not for everyone but the calculations and projection should be done to determine if there are substantial long-term savings.
When converting an IRA to a Roth IRA tax must be paid on the pre-tax assets but allow the future withdrawals to be tax free, when certain requirements are met.
If you have a IRA it may be very worth your time to sit down with Jason and discuss whether a conversion is appropriate in your circumstance. Call today 801-748-1733, it must be done by the end of December.
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