Roth

There’s a great opportunity looming for pension investors. Learn the basics in this information-packed workshop by Diane Kennedy.

If your pension plan has taken a hit because of the declining Wall Street numbers, this could be a great time to roll it into a Roth account.

You will pay tax on the current value on the amount rolled from your pension into your Roth account at the time of the rollover. So, if the value is at a low point, you’ll pay less tax. Then when the value increases, it will be in the Roth account and increase tax free.

2008 is the year to fund up your pension plans. It’s never been easier to use pension plans to build wealth tax free. Learn the basics in this information-packed workshop by Diane Kennedy.

We just finished the Advanced Pre-emptive Tax Strategy Workshop in San Diego on a high note. It was the first time that I’ve ever given (or presented at) a seminar where 100% of the attendees loved it. In fact, I heard from at least 3 people that it was the very best seminar they’d ever been to. It was the people that made all the difference. A fun-loving, dedicated, smart crowd of already established do-ers who were happy to share their personal wealth-building strategies took everything to a level I’ve never seen before.

Over the next few weeks I’m going to be posting some of the interesting, easy to implement strategies that we learned. The first one has to do with setting up a Roth.