New Year, New Financial Opportunity. Is a Roth Right for You?

The New Year rings in a new financial planning strategy that could be right for many of you. Roth IRAs can play an important role in retirement and estate planning because they are a tax-free growth vehicle and there are no required minimum distributions. We understand that a Roth conversion is a complex and difficult decision. Join Bruce Helmer, president of Wealth Enhancement Group and your financial advisor for our first client education event of the year. Learn about Roth IRA basics, the tax code changes and the pros and cons of a conversion. Bruce will go over important points about how to tell if a Roth might be right for you. 

2/10/10 – Minneapolis Golf Club, 7-9 p.m.
2001 Flag Avenue South, Saint Louis Park, MN 55426

2/11/10 – Midland Hills Country Club, 4-6 p.m.
2001 Fulham Street, Roseville, MN 55113

2/13/10 – Crystal Lake Country Club, 9-11 a.m.
16725 Innsbrook Drive, Lakeville, MN 55044