Envisioning Financial to Conduct Roth IRA Seminar

Mike Curtiss CFP®, President and Chris Bailey MBA, Financial Planner, of Envisioning Financial, Inc., an Indiana banking planning and consulting company, appear their affairs to conduct a adulatory academy on Roth IRAs and the new rules affecting Roth conversions that crop aftereffect January 2010.

Topic: To Roth or Not to Roth - Making a Good Deal Even Better

Date: Thursday, September 10, 2009
Location: Country Club of Indianapolis
2801 County Club Rd., Indianapolis, IN 46234
Cost: None
Agenda: 6:30 p.m. Refreshments/Networking; 7-8 p.m. Presentation

Individuals and couples accepting assets in balance of $100,000 accept not been acceptable to accede converting a acceptable IRA to a Roth. In 5 months, that brake will be lifted.

During the seminar, attendees will learn:

Law changes which may enhance the Roth advantage Implications on acreage planning, retirement, Medicare and added
Roth tax strategies How to appraise the adequacy of a Roth about-face Steps individuals should crop now
"Roth IRAs accept consistently been a abundant investment plan option," said Bailey. "With the assets cap gone, anybody is now able to crop advantage of this window of opportunity."

In accession to Curtiss and Bailey, Patrick Sanders, CPA, of Patrick Sanders & Co. will be on duke to acknowledgment any tax questions as they chronicle to the topic. All attendees can appeal a adulatory Roth IRA appraisal for accessory the seminar.

To annals for the seminar, acquaintance Chris Bailey of Envisioning Financial by September 3 at (317) 858-3700 or cbailey@envisioningfinancial.com.

About Envisioning Financial:
Envisioning Financial, Inc. is a Brownsburg, Indiana-based banking planning and consulting aggregation alms claimed banking and retirement planning abetment and a complete ambit of investment strategies. Securities are offered through Pacific West Securities, Inc. Member FINRA/SIPC. Advisory casework provided through Pacific West Financial Consultants, Inc., a Registered Investment Advisor. For added information, appointment www.envisioningfinancial.com, acquaintance Mike Curtiss at (317) 858-2222, or email mikec@envisioningfinancial.com or acquaintance Chris Bailey at (317) 858-3700; cbailey@envisioningfinancial.com.

Media Contact:
Susan Young, AimFire Marketing
(317) 858-7669; syoung@aimfiremarketing.com