We invite you to join us for an informative seminar focusing on converting your Traditional IRA to a Roth IRA. The seminar will take place on September 22 at 6:30pm at our Mayfield Village office.

We’ll be covering the following content:

• The potential benefits, both long-term and short-term, of a conversion from a Traditional IRA to a Roth IRA.
• How a Roth conversion can be an effective estate tax planning maneuver.
• The changes in Roth rules for 2010 and what it means to you.
• The different options that are now available to you.
• The impact on taxes in 2010 and beyond.
• How to determine if a Roth conversion would be beneficial for you.

In these difficult economic conditions, investors cannot afford to allow opportunities such as these to pass them by which is why we hope that you can join us for this educational 60-minute seminar

If you have any questions or would like more information on the seminar, please contact Leeann Schultz at 440-449-6800.