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Event Details

Event Name:Is a Roth IRA Conversion Right for You? - Juan Tabo
Date:May 2, 2018 5:30 PM - 6:30 PM
Available Spots:45
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

  • The rules for Roth IRA conversions
  • The benefits of shifting to a Roth IRA
  • The various types of IRAs

(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.

Register: Registration is closed.

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