|Event Name:||Is a Roth IRA Conversion Right for You? - Juan Tabo|
|Date:||May 2, 2018 5:30 PM - 6:30 PM|
|Location:||Juan Tabo - 3707 Juan Tabo NE, Albuquerque, NM|
Is a Roth IRA Conversion Right for You?
Potential benefits, flexibility, and tax advantages
Presented by the MEMBERS Financial Services Program located at SLFCU
(Or register for the afternoon session at Tech Park.)
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-1926698.1-1017-1119
Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.
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