Do you have an older age client with significant IRA assets?
Posted on October 29, 2010 in CBIZ Solutions+
As 2011 quickly approaches, it’s important to get to clients now regarding year end planning opportunities.
The Roth IRA Conversions is just one example. Is it an opportunity or dilemma? With just 2 months to go, now’s the time to get in front of your client(s) and educate them on both options and solutions.
To help you, CBIZ Special Risk has developed a three part series of white papers in concert with our tax and accounting experts. The white papers cover the Roth IRA Conversion Opportunity/Dilemma for:
- Affluent Taxpayers
- The Charitably Inclined
- High Net Worth Clients looking to Optimize Wealth Transfer
Remember we’re here to help you. Call Glen Coral, our director of Advanced Planning, at 610-862-2236 for more information.
Disclosure
Internal Revenue Service Circular 230 require us to advise you that the tax advice, if any, contained in this e-mail is not intended or written to be used by you, and cannot be used by you for the purposes of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.