Workshop -- Converting to a Roth: Is It Right for Your Client?
How do you decide which clients should take advantage of new Roth IRA conversion rules? The decision may not be as straight forward as it may appear. Roth conversions involve more than accounting or tax expertise. There are are number of financial and legal considerations that should drive the decision to convert or not to convert, and the process should be a collaborative effort by tax, legal and financial advisors alike.
About the Speaker:
Cathy Pareto, MBA, CFP®, is the Founder and President of Cathy Pareto & Associates, Inc., which has been named in Forbes as one of the Top 10 Most Dependable™ Wealth Managers for Women in the U.S. as well as being selected to Worth Magazine’s list of America’s Top Wealth Managers for 2008.
For nearly fifteen years, Cathy has been helping affluent investors achieve their financial objectives. She has extensive experience in retirement issues, asset allocation, investment selection, investment management, education planning, estate planning coordination, and asset protection strategies. Additionally, she was an Adjunct Professor for the CFP® Program at Florida International University’s College of Business.
Cathy earned her BA in Finance and later her Executive MBA at Florida International University, graduating in the top of her class and as a result she was inducted into the prestigious Beta Gamma Sigma Graduate Business Honors Society. Cathy Pareto’s articles have been published in periodicals and websites, including Forbes.com, Women in Business, Investopedia.com, Miami Medicine, AccountantsWorld.com, and more.
Her media contributions include quotes in BusinessWeek, The Wall Street Journal, The New York Times, Yahoo Finance, Bloomberg, The Miami Herald, Latina Magazine, Hispanic Trends, and many other financial publications. She has appeared on radio and television and shows including CNBC’s “Power Lunch”, FOX Business News “Your Questions, Your Money”, WLRN/NPR’s “Topical Currents", “Wealth & Wisdom”, Comcast Newsmakers, Roaring Women Radio and more.
