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.
Nicholas P. Luisi, CRPC® Financial Advisor
Merrill Lynch
Country Club Plaza
West 115 Century Road
Paramus, NJ 07652