Poughkeepsie, N.Y. – April 12, 2010
HVFCU Financial Services will hold free seminars this spring offering guidance on Roth IRAs and how individuals can use them to help build, recover, and protect their investments.
“Anyone, regardless of income level, will be eligible to convert all or a portion of their traditional IRA or employer-sponsored plan to a Roth IRA in 2010,” said Jeffrey Thatcher, Director of HVFCU Financial Services. “Some of the advantages may include tax-free distributions and no required minimum distributions or age and income limitations. We invite people to learn more about how they can take advantage of America’s new tax break.”
The 90-minute Roth IRA seminar will be offered three times during April and May:
- April 28 in Kingston at the Courtyard Marriott at 5:30 p.m.
- May 6 in Newburgh at the Hampton Inn at 3:30 p.m.
- May 19 in Fishkill at the Hilton Garden Inn at 3:30 p.m.
There is no charge to attend, but seating is limited.
Investors should discuss tax-related strategies with a qualified tax advisor.
Securities and insurance products offered through LPL Financial and its affiliates.
Hudson Valley Federal Credit Union and HVFCU Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.