Julie Jason, author of the AARP Retirement Survival Guide, will address the five critical factors that determine whether you are a good candidate to convert your IRA to a Roth IRA, and what steps to take if you are, on Thursday, October 7 at 6:30 p.m. in the Greenwich Library Meeting Room.
The financial services industry sees the newly adopted 2010 Roth IRA conversion opportunity as a way to increase books of business ("gather assets"). Consumers need to explore whether they will benefit from converting based on their unique financial circumstances.
A champion of investor education, Jason has appeared on national and local TV and radio programs. She pens a weekly investor column for the Greenwich Time and Stamford Advocate, which is now in its 11th year of publication. Jason has also presented at national and local conferences, and takes every opportunity to empower people to improve their personal financial situations.
For more information on Jason, please visit Retirement-Survival-Guide.com or JulieJason.com. This program is free and open to the public. Reservations are not required. For more information on Jason's visit to Greenwich Library, please call Business Librarian Mary Cuff at (203) 625-6560.