Roth seminar to explore IRA conversion issues

High-income owners of traditional IRAs who are interested in exploring the potential benefits of converting to a Roth IRA are invited to a seminar Aug. 17 that will discuss some of the issues to consider.

The Roth Conversion Seminar is scheduled from 11:45 a.m. to 1 p.m. Tuesday, Aug. 17, at May-Investments, 244 N. 7th St. in the Bray & Co. building (on the corner of 7th and White) in Grand Junction. It will be hosted by Barbara Traylor Smith, investment advisor at May-Investments and president of Retirement Outfitters, and Travis H. Perry, a Grand Junction-based Attorney and Counselor at Law. Barbara and Travis will discuss new rules allowing people with adjusted gross income of more than $100,000 to convert a traditional IRA to a Roth IRA. The advantage of a Roth IRA is that all contributions can be withdrawn tax-free, while withdrawals from a traditional IRA are taxable.

This workshop will feature a seminar presented by Robert Keebler, CPA, MST, AEP, a partner with Baker Tilly Virchow Krause, LLP in Green Bay, Wisconsin.  Mr. Keebler was named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the U.S. and is the past Editor-in-Chief of CCH's magazine, Journal of Retirement Planning.  This seminar covers a lot of territory, including how converting to a Roth can help some taxpayers avoid the new 3.8% surtax on high income households.  Come strap yourself in for this fast moving, information-packed webinar presentation.  Learn "who should convert," and consider if that should include you.

For more basic information about making Roth IRA conversions in 2010, visit this Money-Zine.com article, http://www.money-zine.com/Financial-Planning/Retirement/2010-Roth-IRA-Conversions/

To attend the Aug. 17 seminar, please RSVP to Barbara at 970-263-5126 or via email at barbara@gjretire.com. 
 
 Douglas B. May, CFA, is President of May-Investments, LLC and author of Investment Heresies .

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