You can boost profits by converting an IRA to a Roth IRA - but this long-awaited eligibility is ONLY available in 2010. How can you advise clients to do this or employees to make this change to boost profits? Please join us for this 60-minute webinar where you will discover:
In this 60-minute webinar, you'll discover crucial ROTH IRA guidelines and tax updates to ensure compliance.
Patrice M. Konarik, CFP® is president and founder of Sunwest Training Corp. located near San Antonio, Texas. Her experience includes:
This program is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org
Prerequisites: Basic skill level required
Program Level: Intermediate
Advance preparation: No prerequisites
Credit Awarded: 1 CPE Credit (50 minutes)
The speaker's PowerPoint presentation slides are included with your audio recording purchase. All materials are accessible through the Internet and can be downloaded as a PDF file.
$199.00 for audio conference recording (CD or DVD) and program materials.
This is an outstanding program and therefore we offer purchasers a Money Back Guarantee. We are so confident that you will find the conference valuable that we offer a 100% money back guarantee from now until 30 days after the audio recording is shipped, making this a risk-free investment. If you should have any concerns, comments, or refund requests with this conference, please contact our customer service representatives at 800-964-6033. Audio recordings will be received approximately three weeks after the live conference.