Note:  Silicon Valley FPA Brown Bag Lunch Events require FPA membership to attend.   FPA members from other  chapters are welcome to attend as well as guests of FPA members.

Date:  Friday, May 20th, 2011
Time:  12:00 noon to 1:30 pm
Location:  San Jose, CA (Rose Garden Area)
Cost:  $10
 

Title:  Advanced Roth IRA Planning
Speaker:  Larry Pon, CPA, Pon and Associates
 

So you or your clients converted their traditional IRA to a Roth IRA - now what? If you or your clients did a Roth conversion in 2010, or are planning to do one in 2011, you should attend this session. You will learn more about your options with a Roth, including when to report the conversion income, whether or not to recharacterize, and how to position your Roth IRA for future growth in the "New Normal" economy. For a discussion of these issues among others and answers to your questions, please join Larry Pon, CPA for an interactive session on this intriguing and timely topic.
 

Seating is limited.   To reserve your seat, please RSVP early to Dan Taylor at DanTaylor@Yahoo.com  A $10 fee will be collected at the door.