2 significant tax-planning opportunities for 2010

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As we have been discussing with you, there are two significant tax planning opportunities for 2010: Roth IRA conversions and investing in Michigan Municipal bonds. We would like to extend an opportunity to your friends and family to learn more about these opportunities. We are hosting a special round of seminars for this purpose and we encourage you to pass along this invitation to anyone you feel might benefit.


TAX-BUSTERS


Two Significant Tax-Planning Opportunities for 2010


 


With the tax wars in Washington and a tax increase in the works, two significant opportunities present themselves for 2010: Roth IRA conversions and Michigan Municipal Bonds. Nationally recognized expert Leon C. LaBrecque, JD, CPA, CFP®, CFA, and Chief Executive Officer of LJPR, LLC will be presenting an informative session on these two opportunities. Topics covered will include:


 


Roth IRA Conversions:


· How a Roth conversion creates a tax-free investment pool (for children and/or grandchildren)


· How Roth conversions have a ‘mulligan' feature to allow you to reverse the conversion


· How Roth IRAs are not subject to Required Minimum Distributions (RMDs), and can reduce or eliminate unneeded RMDs


· Who should and should not consider a Roth conversion


· How to ‘segregate' a conversion to take advantage of individual asset class returns


 


Michigan Municipal Bonds:


· How the market is mispricing risk in the Michigan market


· How certain parts of the Michigan market present opportunities


· Why portfolio duration is an important risk measure


· How the UIMC in the Health Care bill could increase tax-equivalent yield by 16.7%


· How to exploit pricing in bid/ask spreads


 


Participants will receive LJPR's latest White Papers on Roth Conversions and Michigan Muni Bonds. The sessions are open to LJPR clients, friends of the firm and invitees. Space is very limited, so RSVP is essential. Call 248-641-7400 to RSVP, or e-mail events@ljpr.com. Session times and locations:


 


Session 1 10/13/10 6:30-8:00PM Troy


Session 2 10/20/10 6:30-8:00PM Livonia


Session 3 10/27/10 6:30-8:00PM Troy


Session 4 11/03/10 11:30AM-1:00PM Troy


Session 5 11/03/10 6:30-8:00PM Troy


Session 6 11/10/10 6:30-8:00PM Troy


 


Other sessions may be added as space and demand dictates. Session locations will be confirmed upon RSVP. Guests are welcome but must be included in your RSVP.


 


 

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