FPASV Events Calendar

Topic:    Roth Conversions…what, when, how!

Speaker: Julie Schatz, CFP ® Partner, Investor’s Capital Management LLC

 The change in Tax rules in 2010 presents unique opportunities for Roth conversions. For the first time in 2010, there are no income limitations so that many people who were previously ineligible to take advantage of the Roth IRAs can now convert their IRAs to Roth IRAs. This session will address the following:
• how to identify good candidates for Roth conversions
• strategies for inexpensive Roth conversions
• mechanics of conversions
• things to watch for when evaluating and/or doing Roth conversions
• answers to commonly asked questions

Julie Schatz, CFP is a fee-only planner and partner at Investor's Capital Management LLC (ICM) in Menlo Park. After an engineering career, she completed her PFP program at the UCSC-extension and joined ICM. In addition to providing comprehensive financial planning and investment management, she specializes in tax planning. She also serves on the board of FPA-Silicon Valley. She has contributed to the Student Forum in the past, and we are pleased to have her back.
Seating will be limited.  Please RSVP to Michael Gray at mgraysanfran@yahoo.com to reserve your seat.