AUBURN HILLS, Mich., February 2, 2010 — Retirees and those approaching retirement are invited to attend an educational program titled “2010 Automotive Update and Roth IRA Conversions: What You Need to Know Now” hosted by Legacy of America, Inc., a retirement planning and asset preservation firm based in Auburn Hills, at the Troy Community Center.
The program will be offered at 2 p.m. on Wednesday, February 24 and will be conducted by George Wells, the President and Founder of Legacy of America, Inc.
During the presentation, Wells will discuss important tax updates for displaced, retired and former automotive workers. Additional information will include details about smart cash flow strategies to manage a buyout package and safe investment options. He will also educate attendees about the Roth IRA conversion as well as the tax implications of converting to a Roth IRA now or later.
“This information is incredibly timely and important to many of our displaced, retired or former auto workers as well as those considering retirement,” said Wells. “The Roth IRA conversion is a new option available as of 2010, so there is specific information that needs to be evaluated when deciding whether or not to convert.”
Through a network of committed professionals, Legacy of America, Inc. provides clients with solutions through education in regards to individual retirement accounts, potentially avoiding probate and estate taxes, assisted care solutions, asset protection, wealth management and income strategies.
The program in complementary, but reservations are required and can be made toll-free by calling (800) 581-6855. The Troy Community Center is located at 3179 Livernois Road in Troy 48083.
To view and download a photo of George Wells, please click below.
George Wells, founder and president of Auburn Hills-based Legacy of America, Inc. is one of the nations leading experts on IRA planning. Wells is a financial advisory specialist who is frequently called on by local and national public media for his expertise in retirement planning. He frequently holds educational programs for consumers and professionals to teach the “little known rules” about asset protection and retirement planning. To learn more, please contact Legacy of America, Inc. at 1-800-581-6855 or visit www.legacyofamerica.com.
Investment Advisory Services offered through Brookstone Capital Management LLC, an SEC Registered Investment Advisor.