Preparing for the Roth 2.0 Market

Thanks to the sheer magnitude of the new Roth IRA conversion market opportunity, the 2010 Roth IRA conversion changes will inevitably usher in an entirely new—and more sophisticated—Roth IRA era (the “Roth 2.0 Market”).  As with any significant change, those financial organizations that adapt quickly to the new paradigm will have an appreciable advantage in the market.  Proactive organizations that arm their people with the knowledge and tools they need to deliver differentiated value in the Roth 2.0 Market will inevitably reap the largest benefits.  Click here for a free recorded webcast to learn more, and then consider registering for one or more of our follow-up, detailed webcast offerings listed below.

In a few short months, the Roth eligibility rules will change, creating unprecedented Roth opportunities. To help you seize this opportunity, Convergent Retirement Plan Solutions, LLC has developed webcasts designed to assist you in effectively developing your organization's Roth strategy. With at least $1.4 trillion ripe for movement into Roth IRAs, this is a rare opportunity to capture-in a relatively short period of time-almost unlimited retirement assets. How financial organizations react will clearly separate the frontrunners from those stuck playing "catch-up."

Roth 2.0 Webcasts

The Art & Science of Roth Conversion Optimization

• Roth Fact Vs. Fiction
  
• The BIG Three: Taxes, Resources and Consumption
  
• The Real Math Behind Conversion Optimization
  
• The Strategic Tax Planning Implications of Partial Conversions
  
• The Psychology of Roth Conversion Optimization
  
• Q & A

Presented: November 19, 2009 11:00 A.M. CST

Fee: $295 per phone line

Advanced Roth Conversion Strategies & Considerations

• Conversion Timing Considerations
  
• Special 2010 Tax-Spread Option (2011/2012)
  
• The "Basis Skim" and "Reverse Skim"
  
• Recharacterizations and Reconversions
  
• Bifurcated Roth Conversions
  
• Phased Conversions
  
• Demystifying the Multiple Five-Year Clocks Dilemma
  
• Conversions by Spouse and Non-spouse Beneficiaries
  
• Q & A

Presented: December 17, 2009 11:00 A.M. CST

Fee: $295 per phone line

To Register, contact Connie Spaulding at 218-824-4903 or 251-967-4799 or email to connie.spaulding@convergentrps.com.