You’ll be hearing a lot about the ability to convert a regular IRA to a Roth in 2010. We want you to know that we are at the forefront of planning for this opportunity and will be prepared to proactively present options for your consideration. Previously, there was an income limitation that prevented high-income investors from making this decision. This is a rare opportunity that one should consider if they meet certain criteria. As the Wall Street Journal recently stated, this can be “one of the best deals in retirement planning.”
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