Wealth and Health Network November 2009 Meeting

 Rick Lemos, an IRA expert, will discuss the benefits of using the Roth Conversion Strategy to minimize the amount investors will pay in ordinary income taxes at retirement. Learn how you can convert to a Roth in 2010 and SAVE!

Rick has successfully mentored numerous investors on how to utilize the funds in their retirement accounts to invest in a vast array of investments, from Tax Deeds to Bank Owned properties.

Any tax deferred retirement plan gives you a tax deduction when you contribute to your plan, but you will have to pay ordinary income tax upon withdrawal at retirement.

On a Roth plan, you pay the taxes as they get contributed, but you pay no ordinary income tax upon withdrawal at retirement. But there are income limitations.

But TIPRA has now allowed traditional IRA holders to convert to a Roth account in 2010, with no income limitations! So you can now pay the tax upon conversion (over 2 years) and pay no tax on the gain of the investment!

Attendees will get a chance to network between 6:00 pm and 6:30 pm.   You can bring your flyers and business cards and place them on the networking table to share with other attendees.   There will also be an opportunity for the first 10 people who wish to get in front of the audience for a minute each. For this you can sign in at the registration desk.

 Register Now
through the link at the top
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See You on November 11th, 2009
Hyatt Place Dublin/Pleasanton
4950 Hacienda Drive
Dublin, CA 94568
Registration starts at 6:00 pm
Program Starts at 6:30 pm