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Edward Jones Financial Advisor Host Roth IRAs: Retirement Can Be Less Taxing Seminar

Edward Jones Financial Advisor Dana Muessle of Jeffersonville, IN is hosting a free 60-minute educational seminar titled " Roth IRAs: Retirement Can Be Less Taxing" at 11:30 am on February 17, 2010 at 1730 Williamsburg Dr Ste. 5, Jeffersonville, IN 47130.

A new tax law change removes the income restrictions for individual investors looking to convert to a Roth IRA from a traditional, SEP or SIMPLE IRA. This seminar will explain:

  • Differences between traditional and Roth IRAs
  • Features of the new tax law change
  • Benefits of converting to a Roth IRA and important tax considerations

Edward Jones provides financial services for individual investors in the United States and, through its affiliate, in Canada. Every aspect of the firm's business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work. The firm's 12,000-plus financial advisors work directly with nearly 7 million clients to understand their personal goals -- from college savings to retirement -- and create long-term investment solutions that emphasize a well-balanced portfolio and a buy-and-hold strategy. Edward Jones embraces the importance of building long-term, face-to-face relationships with clients, helping them to understand and make sense of the investment options available today.

Edward Jones, which ranked No. 2 on FORTUNE magazine's "100 Best Companies to Work For" in 2010, is headquartered in St. Louis. The Edward Jones Web site is located at www.edwardjones.com, and its recruiting Web site is www.careers.edwardjones.com. Member SIPC.

The seminar is free, but space is limited. To make a reservation, call Dana Muessle at (812) 282-2647.

 

Edward Jones, its associates and financial advisors do not provide tax or legal advice. Contact a qualified tax or legal professional regarding your particular situation.

 

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