Are you a candidate for a ROTH Conversion?

08 Sep 2010 14:43 #1 by MWMGROUP
December 31, 2010 is the last day to elect to convert your your Traditional IRA/401(k)/403(b)/457 to a ROTH designated IRA.

In reality, you have less time to consider it as you will need to make arrangements through your current firm to release the funds to a new manager via a Code Section 1035 (tax deferrd) exchange.

Importantly, is that you take the time to met with a professional to discuss if a ROTH CONVERSION is right for you.



If you would like an expert opinion regarding YOUR unique situation, please feel free to contact me.

Christopher Hopkins
Mountain Wealth Management Group

[url=http://www.MTNWealth.com" onclick="window.open(this.href);return false;]http://www.MTNWealth.com[/url]

(303) 816-5000

CO LIC: 280527

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