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Job Details
MetLife
Miscellaneous
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| Job Title: |
Retirement Redefined |
| Date Posted: |
Wednesday, April 7, 2010 |
| Region: |
Greater Sacramento Area |
| Location: |
Sacramento |
| Job Id: |
-22417 |
| Job Rate: |
Free Educational Event |
| Contact: |
p_anderson@ml.com |
| Website: |
www.fa.ml.com/Peter_Anderson |
| Description: |
Hello,
Due to overwhelming responses to our most recent Free Educational Event, 2010 Roth IRA Conversion, we have decided to bring Natalie Choate a nationally known attorney, lecturer, and speaker, and her book Life and Death Planning for Retirement Benefits to Sacramento on April 14th at the Del Paso Country Club. We have her right before tax day, so this is a great opportunity to get ready for next year’s tax strategy now. Space for this meeting is limited and reserved on a first come, first served basis.
Natalie Choate is an attorney with the Boston law firm of Nutter, McClennen & Fish. Her practice is limited to estate planning for retirement benefits. Her two books, Life and Death Planning for Retirement Benefits and The QPRT Manual, are leading resources for estate planning professionals.
Miss Choate is the founder and former chair of the Boston Bar Estate Planning Committee; a former chair of the Boston Bar Employee Benefits Committee; and a member and former officer of the Boston Probate and Estate Planning Forum. She is a fellow and former Regent of the American College of Trust and Estate Counsel and former chairman of its Employee Benefits Committee. Named “Estate Planner of the Year” by the Boston Estate Planning Council, Natalie is listed in The Best Lawyers in America. The National Association of Estate Planners and Councils has awarded Natalie the “Distinguished Accredited Estate Planner” designation.
Miss Choate has taught professional-level courses in estate planning in 45 states, and has spoken at the Heckerling Institute, Notre Dame, Heart of America, New England, Southern California, Mississippi, Tennessee, Washington State and Southern Federal Tax Institutes. Her comments on estate and retirement planning have been quoted in The Wall Street Journal, Money, Bloomberg Wealth Manager, Newsweek, Kiplinger’s Personal Finance, Forbes, Financial Planning and Financial World.
A Boston native, Miss Choate is a graduate of Radcliffe College and Harvard Law School.
Natalie Choate explains all the rules and expert tips regarding Roth plans, including:
• How to create a Roth IRA
• Designated Roth accounts, and how they differ from Roth IRAs
• Exactly which Roth distributions are tax- and penalty-free
• How the minimum distribution rules apply to Roth IRAs
• How some clients can get a Roth IRA “tax-free”
• Beneficiary Roth conversions
• Which clients should (and should not) “go Roth”
• How to undo a Roth conversion.
• How to get ready for 2010
Refreshments and Heavy appetizers will be at 5:30 p.m. with the presentation at 6:00 p.m. If you would like to attend please, return my email with your physical address and I’ll send you an invitation in the mail and add your name to the guest list. Space is limited and we have had a wait list for our most recent events. So, please let me know early if you can attend. I Hope to see you there and hope you can bring a friend that may have need of the information we will provide. If you have any questions, please feel free to e-mail or call me.
Don’t miss this opportunity to learn from and ask questions to a nationally recognized expert on how to make your retirement dollars last longer and how to plan for tax-free income in a tax environment that is sure to increase over time, all at no cost and no obligation to attend.
Peter Anderson
Financial Advisor
Merrill Lynch Global Wealth Management
1435 River Park Drive, Suite 100
Sacramento, CA 95815
W: 916-648-6292
W: 800-937-0791
Web: www.FA.ML.com/Peter_Anderson
E: P_Anderson@ML.com
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