Bernadette Holland
Contributed photo
The seminars target individuals at least age 55 whose annual earnings are more than $100,000.
In 2010, adjustments in code changes means those earning at least $100,000 can convert from a traditional IRA to a tax-free Roth IRA, according to Bernadette Holland, a certified financial planner with 17 years of experience and vice president of the Holland Group.
“If you wish to alter one facet of your investment portfolio, 2010 will be the year to do it,” says Holland, who along with financial consultant Amy Villani will host the seminars.
To register, phone 610-865-9550 or visit http://www.jmsonlinefc.com/thehollandgroup.
Comments