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If you think taxes are going up in the near future,
you might want to consider tax diversification.
Dear Valued Member,
Effective January 1, 2010, all taxpayers, including those with adjusted gross income above $100,000, are eligible to convert traditional IRAs and qualified plan assets (i.e., 401(k) accounts) to a Roth IRA.
A Roth IRA is an individual retirement plan that allows after-tax contributions to grow tax-free, with tax-free withdrawals on qualified assets after age 59½, certain restrictions apply.
Come to our seminar to learn if converting to a Roth IRA is right for you.
Hosted by LFCU Brokerage & Insurance Services
Wednesday, March 31
6:30 p.m. to 7:30 p.m.
Branch: Nashua
One Indian Head Plaza
(Located near the Nashua Public Library)
RSVP by calling (800) 553-5352
Refreshments will be served.
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If you cant make the seminar, please call (800) 553-3707 or click "make an appointment" above for a FREE one-on-one consultation.
As required by the IRS, you are advised that any discussion of tax issues in this material is not intended or written to be used, and cannot be used, (a) to avoid penalties imposed under the Internal Revenue Code or (b) to promote, market or recommend to another party any transaction or matter addressed herein.
Securities offered through INVEST Financial Corporation, Member FINRA/SIPC. INVEST does not provide tax advice and is not affiliated with LFCU Brokerage and Insurance Services. Products offered are: Not FDIC/NCUSIF Insured May Lose Value Not Bank Guaranteed Not a Deposit Not Insured by any Federal Government Agency
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