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BEPC Seminar: Roth IRAs in 2010 Understanding the benefits for your client and yourself
This seminar has been applied for 1 Hour of CFP Credit "Roth IRAs in 2010 - Understanding the benefits for your client and yourself" (View Flyer) Date: January 12, 2010 (Download to Outlook) Time: 11:30 am - 1:00 pm Understand the different types of retirement accounts available to individuals; What a Roth IRA is and why it's so valuable; What are the major differences between a Roth and other IRA accounts; What a Roth conversion is and how to make one; Why 2010 is such an important year for IRAs and retirement planning; Why and when you might want to convert to a Roth; and "Recharacterizing" a Roth conversion Moderated By: Kelly C. McManus Speaker: Eric Wikstrom, CPA, CFP®  Eric Wikstrom, has over 25 years of tax, accounting and corporate finance experience. Mr. Wikstrom has contributed to articles in Ed Slott’s IRA Advisor Newsletter, U.S. News & World Report and MarketWatch.com. Eric is also a nationally recognized expert and speaks frequently on the tax effects on IRAs of the Unrelated Business Income Tax.
Mr. Wikstrom is a Certified Public Accountant, Certified Financial Planner and holds life insurance, real estate and Series 7 and 65 securities licenses. Eric graduated from the University of Washington with a B.A. in Business Administration and holds a Masters of Science in Taxation from Golden Gate University in San Francisco, CA.
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