Hamilton Financial Group
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Ask about our 401(k) and Retirement Plan advice programs

The State of Indiana upgraded our college choice 529 savings plan

Please contact our office 317-776-6999 for information and details.


Explore Roth IRA Retirement

Presented by:

Lincoln Financial
Description:

There are several reasons to consider a Roth IRA conversion in 2010: • Tax rates at historically low levels • “Partial” conversions are allowed. • TIPRA allows for the taxes due on 2010 conversions to be spread evenly in tax years 2011 and 2012. • Investing in a tax-free Roth account creates a new dynamic
Topics include:
  • Balance IRA options
  • Consider 401k possiblities
  • Retirement Planning
  • Roth IRA
  • Sort your retirement plans
    • Location:

    Name: Kokomo Country Club
    Description: Today's Kokomo Country Club had its beginnings in 1904. The Kokomo Country Club is proud to be listed on The National Register of Historic Places. Kokomo Country Club 1801 Country Club Road Kokomo, IN 46904
    Dates and Times: December 2 6:00 PM
    Contact:

    Please contact Danita Riggs or Brian Reeves at 317-776-6999 or e-mail Brian.Reeves@RaymondJames.com to make your reservation.

    Unless certain criteria are met, Roth IRA owners must be 59 ½ or older and have held the IRA for five years before tax-free withdrawals are permitted. Additionally, each converted amount may be subject to its own five year holding period. The option to spread the federal income taxes over two years applies to 2010 only. For conversions occurring after 2010 the federal income taxes due must be paid in full the following tax year going forward. Converting a traditional IRA into a ROTH IRA has tax implications. Investors should consult a tax advisor before deciding to do a conversion.

     

    financial advisor image

    Brian Reeves
    Financial Advisor and
    Registered Investment Advisor Representative, RJFS

    23 S. Eighth St.
    Suite 400
    Noblesville, IN 46060
    Phone: 317-776-6999
    Fax: 317-776-6996
    Toll-Free: 866-773-6999
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    FINANCIAL SERVICES, INC. 
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    Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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