1000 Town Center Drive
Sixth Floor
Oxnard, California 93036
[T] (805) 485-1000
[F] (805) 988-8387
Roth IRA Conversions
Presented by: Maria Capritto
Date:
September 14, 2010
Time:
5:30p.m. - 7:30 p.m.
Presented by:
Maria Capritto, Partner in the law firm of Nordman Cormany Hair & Compton LLP.
Together with:
MaryAnne Ritchie & Linda Scipione
Financial Advisors at Stifel Nicolaus & Co.
Description
Ms. Capritto's presentation will include an overview of the Roth IRA, the rules for Roth IRA conversions, the advantages and disadvantages of a Roth IRA and the rules concerning the recharacterization of a Roth IRA.
Ms. Ritchie and Ms. Scipione will run personalized IRA conversion benefit/cost comparisons for those of you who would like to see the tax cost and savings involved in converting to a ROTH IRA. If you would like to have this report available for you on September 14th, please contact MaryAnne Ritchie at ritchiem@stifel to receive a questionnaire.
Registration Information
Seating is limited to 22 participants, so please make your reservations promptly. Please confirm that space is available by calling Dinorah Baker at (805) 988-8337 or email dbaker@nchc.com. Attendance is free.
Directions to Nordman Cormany Hair & Compton, LLP
Traveling southbound on US 101 from Santa Barbara/Ventura areas:
- Exit Oxnard Boulevard, stay in the left lane
- Left at signal light onto Oxnard Boulevard and proceed over the bridge
- Turn left onto Town Center Drive at the stop sign on the far side of the bridge
- Make an immediate right into the parking lot of the green glass building that houses Nordman Cormany Hair & Compton LLP
Traveling northbound on US 101 from Los Angeles/Thousand Oaks/Simi Valley areas:
- Exit at Oxnard Boulevard, stay in the right lane
- Turn right onto Oxnard Boulevard
- Turn left onto Town Center Drive at the stop sign
- Make an immediate right into the parking lot of the green glass building that houses Nordman Cormany Hair & Compton LLP