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Upcoming Seminars

The Power of a Partial Roth IRA Conversion

Why a PARTIAL Conversion May be More Beneficial Than a FULL Conversion

Roth IRA conversion has been a frequent topic during 2010.  This is primarily because December 31, 2010 is the deadline to convert your IRA and elect to pay the taxes over two years.

Roth conversion analysis usually looks at the benefits and cost of a FULL Roth conversion, often resulting in the conversion not being cost effective.  However, a PARTIAL Roth conversion can be a powerful option with advantages over a full conversion.  By attending this presentation you will see how a partial Roth IRA conversion works and if it might make sense for you.

When: 

Wednesday, November 10, 2010 – 9:00am
                     OR
Wednesday, November 17, 2010 – 5:30pm

Where: 

Northwest Connecticut Chamber of Commerce Office
333 Kennedy Drive, Suite R101, Torrington

To register please contact the Northwest Connecticut Chamber of Commerce,
860-482-6586, or www.nwctchamberofcommerce.org
 
 
Click on the links below to view the details of our recently completed seminars.
WOW! Forum
(September 24, 2010)
Investing For Your Future
(June 25, 2009)
Coping With A Difficult Market
(March 18, 2009)
Coping With A Difficult Market
(Jan 27, 2009)
College Funding Strategies
(Feb 12, 2008)
Retirement Planning (Jan 15, 2008)
Financial Management Workshop for Women (Dec 04, 2007)
   

 

Please contact us if you are interested in having a similar seminar for your company, group or association.

Barron Financial Group, LLP - 103 Albert St., Torrington, CT 06790 (860) 489-0432

Non-Advisory Securities offered through Purshe Kaplan Sterling Investments
Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. (ph. 518-436-3536)

ACCREDITED WEALTH MANAGEMENT ADVISORSM and AWMA® are service marks of the College for Financial Planning.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and Certified Financial Planner Icon in the U.S., which it awards to individuals who successfully complete CFP Boards initial and ongoing certification requirements.

Not FDIC Insured. Not Bank Guaranteed. May Lose Value, Including Loss of Principle.
Not Insured by any State or Federal Agency.

Barron Financial Group