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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
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