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Event Details

Event Name:Is a Roth IRA Conversion Right for You? - Tech Park
Date:February 12, 2019 12:00 PM - 1:00 PM
Price:Free
Available Spots:1
Location:Tech Park, 1301 Britt Street SE, Albuquerque, NM 87123
Phone:505.293.0500
Description:

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
  • IRA options

Pizza will be offered.

(Or register for the morning session at Edgewood or the evening session at Juan Tabo.)


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. 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 50 states of the United States of America. FR-2294339.1-1018-1120

 

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