Dec 9, 2010
Foundation PAC to Host Lunch & Learn Discussing IRA/401k Conversion
Retirement funds are a tricky matter, but the Professional Advisory Committee (PAC) of The Foundation of the Greater Miami Jewish Federation will try to take some of the confusion out of the equation at its next Lunch & Learn session on Thursday, December 16 at Bernstein Global Wealth Management, 701 Brickell Avenue, Suite 2240.
The subject for the day will be “To Convert or Not,” and will focus on the issues surrounding converting from a traditional IRA and/or 401k to a Roth IRA and/or Roth 401k. Kevin E. Packman is Program Chair for this event. John M. Bussel is Chair of The Foundation, and Laura B. Kaplan is PAC Chair.
Tackling this weighty topic will be a trio of experts, including Stephen P. Emma, Director of Bernstein Wealth Management Group; Alex S. Binstock, CPA, Managing Director of Binstock, Rubin, Adler, Aldecoa & Ellzey; and Benjamin D. Bohlmann, CPA, a shareholder with Mallah Furman. Click here to learn more about the guest speakers.
Couvert (not tax-deductible) for this event is $18 and includes a kosher lunch. No solicitation of funds.
To RSVP or request more information, please email Pam DiGiacomo or call 786.866.8627.
