Roth IRA Conversion Workshop
There are new opportunities in 2010 for IRA and retirement plan owners to convert taxable retirement income to tax-free retirement income. Join us to discuss important tax law changes effective in 2010 that will spur the growth of Roth IRA accounts.
Join us for one of these sessions to learn:
- The new rules for Roth IRA conversions
- The benefits of shifting to a Roth IRA
- Tax advantages of converting in 2010
- Why a Roth IRA could be an important part of your retirement plan
Join us for one of these no-cost, no-obligation dinner workshops:
- Tuesday, July 13th 12:00 - 1:00 at ElChico Cafe (1728 Bush River Rd.)
- OR
- Tuesday, July 20th 6:30 - 7:30 at Seawell's (1125 Rosewood Dr.)
To register for one of these adults-only events, please contact Tanya at (803) 376-2805. Hurry, space is limited.
Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA 50677, toll-free (866) 512-6109. Nondeposit investments are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the credit union. CBSI is under contract with the credit union, through the financial services program, to make securities available to members.IRA-0210-ACD9