CLE on Converting Roth IRAs

The National Business Institute is sponsoring a 90-minute national teleconference on July 13, 2010 entitled IRA Roth Conversions. The program description is below:

The expansion of the Roth IRA conversion program is here, and with it comes a number of changes for you and your clients. Gain the information you’ll need to help your clients make wise decisions about their futures and prepare yourself for the tax effects of shifting money from a taxable IRA into a Roth IRA on asset protection and testamentary documents. Register today!

• Understand the rules of the Roth IRA conversion program that started in 2010.
• Walk through the conversion procedure with our experienced faculty and get useful tips along the way.
• Stay on top of the latest estate planning trends and help your clients achieve the futures of their dreams.
• Prevent common missteps in tax filing after the conversion that may have far-reaching consequences.