New Year, New Financial Opportunity. Is a Roth right for you?

You may have heard a lot of buzz about Roth IRAs. In 2010, there is a new twist on an old tool. Previously, Roth IRAs were only available to those who earned less than $100, 000 household income a year, but now, the new rules allow anyone to participate. Unfortunately, the break even calculators or other mainstream tools you may have heard about are not giving you the whole picture. To make the best, most informed decision about whether a Roth is right for you is through education and a discussion with your Financial Advisor.

At our upcoming client educational event on Roths, we’ll walk you through some of the rules, advantage and disadvantages; answer your questions and more. We are focused on structuring a long-term relationship and retirement strategy for your success, and one way we can do this is through educational opportunities. We hope to see you there! To register please call 866-934-1957.

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