Free WebEx: Why a Roth IRA? Why now? Valuable tips to help you reach your goals.

Free WebEx: Why a Roth IRA? Why now? Valuable tips to help you reach your goals.

More About Free WebEx: Why a Roth IRA? Why now? Valuable tips to help you reach your goals.

Cut through the clutter and decide if a Roth IRA conversion is right for you. Understand the value of balancing taxable income with tax-free income in retirement. Take full advantage of all the benefits of a Roth conversion while avoiding common pitfalls.

Find out which factors to consider before choosing a Roth conversion. Join us to see if this strategy can work for you!

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the WebEx slide presentation:click for details

Meeting number: 599 903 621 Password: Welcome2

Hosted by: Jirak & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

Presented By: Keith Matthews, Regional Vice President Retirement Plan Consultant | Wealth Management Solutions - Ameriprise Financial

Sponsored By: Keith Matthews, Regional Vice President Retirement Plan Consultant | Wealth Management Solutions, Ameriprise Financial

This is an informational seminar. There is no cost or obligation.

Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution,

and involve investment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

A Roth IRA is tax free as long as you leave the money in the account for at least 5 years and are 59 1/2 or older when you take distributions or meet another qualifying event, such as death, disability or purchase of a first home.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2020 Ameriprise Financial, LLC. All rights reserved

Tags: free seminars, tax strategies, taxes



Event Details

Date: September 28, 2020
Time: 11:00am - 12:00pm

Location:
Jirak & Associates
10900 Wayzata Blvd, Suite 150
Minnetonka MN 55305

Visit Website

Contact:
Victoria Ahlquist
952-746-9478
victoria.ahlquist@ampf.com


  • Visit Website
    Homey American hangout whipping up a range of familiar pub eats & drinks, plus breakfast favorites. Great food in a family friendly setting. (952) 935-6537

  • Visit Website
    For more than 30 years, ITEX has helped tens of thousands of businesses generate new sales, conserve cash flow & increase profits. Call today to learn more! (952) 898-5156

  • Visit Website
    AAA Minneapolis offers driver education programs, insurance, travel services and much more. 952-927-2602

  • Visit Website
    Wild Boar Bar and Grill is located in downtown Hopkins. Happy Hour and daily specials every day! We have live music/DJ's on the weekends, too! (952) 378-1693

Share This Event
  • Visit Website
    Homey American hangout whipping up a range of familiar pub eats & drinks, plus breakfast favorites. Great food in a family friendly setting. (952) 935-6537

  • Visit Website
    For more than 30 years, ITEX has helped tens of thousands of businesses generate new sales, conserve cash flow & increase profits. Call today to learn more! (952) 898-5156

  • Visit Website
    AAA Minneapolis offers driver education programs, insurance, travel services and much more. 952-927-2602

  • Visit Website
    Wild Boar Bar and Grill is located in downtown Hopkins. Happy Hour and daily specials every day! We have live music/DJ's on the weekends, too! (952) 378-1693

Would you like to add your event at TownPlanner.com?

Town Planner is a community-minded organization. We're all about keeping things local and promoting hometown pride! That's why we're glad to offer you this medium to inform the public about your event. Post it today and it will appear on our website, our newsletter, and our mobile app.

As a general rule, we welcome the submission of events from charities, non-profit organizations, and municipal or community organizations such as mayor's offices, churches, schools, and the like. To get started, simply create an account. It's free and easy and you'll be able to start posting events as soon as you receive your authorization email.

If you're a business owner or you wish to promote a for-profit event, your event may be subject to the policies of your local Town Planner publisher. Some publishers may charge a nominal fee for such events, or reject them if they compete with other events from paying sponsors. To learn more about your local publisher's policies, or to inquire about adding a coupon or display ad for your business, please use our contact form.

Please keep in mind that Town Planner is a family-friendly publication and we reserve the right to reject any event that is deemed offensive, obscene, or otherwise inappropriate for inclusion on our site.

Remember that we're not just online! If you do business in an area with a local Town Planner publisher, our beautiful full color wall calendar is delivered free each December to thousands of homes in your community. Most people who receive the calendar hang it up in a prominent place and keep it all year long, making sure your business is On Display Every Day!

We're looking to bring the Town Planner to even more communities across America. If you or someone you know have an entrepreneurial spirit and would like to promote local businesses and build hometown pride while achieving financial security for yourself, why not look into becoming a Town Planner publisher?

Comments, Questions, or Concerns?

We're here to help! Email Us

Town Planner - Quickly Becoming America's Calendar!