|
We typically hold meetings on the 3rd Wednesday of each month at The Energy Zone at Superdome Sports, located at 134 Hopper Ave, Waldwick, NJ, 07463. All members are welcome to attend, and we provide a continental breakfast. Please check out the Energy Zone Menu for the standard menu.
Nick, a designated Chartered Retirement Planning Counselor®, works with a select group of families predominantly in the Bergen County area. He subscribes to a comprehensive financial planning practice and specializes in asset transition strategies for individuals, businesses, and non-profit organizations.
Roth Conversion: Is It Right For Me?
Thursday, April 29th @ 7pm, Waldwick Public Library
Starting in 2010, the income and tax-filing limits on who can convert from a Traditional IRA or employer plan account to a Roth IRA are eliminated, so anyone can make the conversion. Join Nick, as he explores the benefits of Roth IRAs, the potential for tax-free growth, and methods of conversion, some of which have a 2010 deadline.
Merrill Lynch
Country Club Plaza
West 115 Century Road
Paramus, NJ 07652
Office 1: (201) 967-4829
Office 2: (800) 266-0295
eFax: (201) 210-5820
Nicholas_Luisi@ML.com
| © 2010 Waldwick Chamber of Commerce. Powered by |  |