Roth-Ready...For 2010 and Beyond!
THE REGISTRATION DEADLINE FOR THIS EVENT HAS PASSED. YOU MAY COME AS A WALK-IN ON THE DAY OF THE MEETING BUT YOU WILL NOT BE GUARANTEED A MEAL
NOON MEETING
THURSDAY, SEPTEMBER 2, 2010
FAIRMONT HOTEL
1717 North Akard,
RESERVATION DEADLINE: FRIDAY, AUGUST 27
(MONEY MUST BE RECEIVED IN COUNCIL’S OFFICE AUGUST 27)
ROTH-READY…FOR 2010 AND BEYOND!
NATALIE CHOATE
(NOTE: 2 HOUR PROGRAM)
Sponsored by Communities Foundation of
The purpose of this seminar is to familiarize tax and investment professionals with the characteristics, requirements, and planning implications of the Roth IRA and “Designated Roth Retirement Account” (or “Roth 401(k)”) in general, and the pros, cons, and pitfalls of Roth “conversions” in particular. Any professional who advises (1) clients who hold assets in IRAs, 401(k) plans or other retirement plans (2) regarding estate planning, retirement planning or investment issues. The course will add valuable knowledge for estate planning attorneys, accountants and financial planners; professionals in the planned giving, investment, and life insurance fields; plan administrators and IRA providers; and bank trust officers and other professional trustees. IMPORTANCE OF SEMINAR: By providing tax-free distributions, plus no required distributions during the participant’s life, Roth IRAs offer significant planning opportunities to individuals willing to pay more tax now in exchange for lower taxes later. Elimination of the “income cap” test for Roth IRA conversions has made Roth retirement plans available to a much broader class of individuals than ever before. The professional advisor’s lack of awareness of the rules governing Roth IRAs can cause financial losses to a client and his or her beneficiaries. Natalie Choate is an attorney with the
2 hours of continuing ed credit has been applied for.
Note: Paid membership dues do not include meals. To register for the meeting, complete the form below, enclose a check (payable to Dallas Estate Planning Council) for the respective amount (indicated below) and mail to: Dallas Estate Planning Council,
PREPAID MEALS: Members who have already paid in advance for all meetings for the year MUST register so we will have a count for the number of meals to prepare and number of outlines to print. THERE WILL BE 10 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”. NO CREDIT CARDS ARE ACCEPTED AT THE DOOR, CASH OR CHECK ONLY.
Member: $37 (includes meal and program); Guest: $60 (includes meal and program);*Member-Program Only: $25 (*ONLY MEMBERS may choose “program only” for $25).
Name: ________________________________________ ____$37 ___$60 ____$25 (Member-Program Only)
E-mail: ________________________________________
Phone No. _____________________________________
Name: ________________________________________ ____$37 ___$60 ____$25 (Member-Program Only)
E-mail: ________________________________________
Phone No. _____________________________________
