Moore & Van Allen Law Firm, Attorneys

Seminars & Events

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MVA to host Defender Capital

October 19, 2010

CLASS IS FULL

Welcome                                                               

Introduction & Helpful Links                              

Managing Investments in an IRA                      

A.    Managing IRA assets to compliment qualified plans

B.    Rollover options – pros & cons

C.    Growth oriented investment sheltered in an IRA

D.    Roth IRA may generate tax free private pension

-        Q & A Break

Current IRA Rules                                                     

A.    IRA Basics

B.    What’s new for 2010?

C.    How to convert to a Roth IRA

D.    Taxations of a conversion & the source of funds

E.    Pros & cons of a conversion

F.      Case Study

Q & A Conclusion

Contact Char Dumas for Registration Information at chardumas@mvalaw.com.