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 your local advisor to learn about Roth IRA basics, the tax code changes and the pros and cons of a conversion.

3/19/10 – Rochester Country Club, 11:30-1:30 p.m.
3100 Country Club Road SW, Rochester, MN 55902

3/23/10 – St. Cloud Holiday Inn Hotel & Suites, 7-9 p.m.
75 37th Avenue South, St. Cloud, MN 56301

4/8/10 – Des Moines Golf and Country Club, 7-9 p.m.
1600 Jordan Creek Parkway, West Des Moines, IA 50266