Date: October 15, 2010
Time: 7 pm, 1 night class
Topic: Roth Strategies for Boomers
Organization: Fairfax County Public Schools Adult and Community Education
Location: Lake Braddock Secondary, School Springfield VA
Roth IRA Conversions
In this speech, Egan discusses the basics of Roth IRA conversions:
- What makes the Roth IRA so valuable over the long-run?
- When does a Roth IRA conversion makes sense—and when does it not?
- Strategies for tax diversification and retirement income flexibility.
- The powerful role the Roth IRA plays in estate planning.