Converting Traditional IRAs & 401(k)
Accounts to Roth IRAs

And Making Angel Investments in Roth IRAs
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DATE :  March 18th 2010 @ 7PM  ABSTRACT:

Starting in 2010, the existing $100,000 income test for converting to a Roth IRA no longer applies.  If you convert in 2010, you may elect to have half of the amount taxed in 2011 and the other half taxed in 2012.  Roth IRAs have many tax advantages, particularly if converted in early 2010.  If the Roth IRA is “self-directed,” you may make angel investments in start-ups and pay no tax on the income. On March 18, 2010, hear David Foster discuss the pros and cons and the nuts and bolts of the new rules.  David, a tax/ERISA partner of Nixon Peabody LLP, was the principal spokesman of the Treasury Department for the legislation that became ERISA.

VENUE :  Nixon Peabody 200 Page Mill Rd., Suite 200, Palo Alto
7:00 - 7:30pm Dinner & Networking
7:30 - 8:30pm Presentation and Q&A
David Foster
8:30 - 9:00pm Networking

David Foster, Partner at Nixon Peabody. After clerking for Judge Archie O. Dawson in the United States District Court for the Southern District of New York, David Foster was an associate with Debevoise & Plimpton in New York City, gaining broad experience, particularly in the area of taxation, including pension and employee benefits and international taxation. David served in the U.S. Treasury Department in Washington, D.C. from 1972 to 1977 as the chief Treasury Department spokesman for the pension legislation which became the Employee Retirement Income Security Act of 1974 (ERISA). Then, as International Tax Counsel, he was the chief administration spokesman for international tax policy. He received the Exceptional Service Medal from the U.S. Treasury Department in 1977. Mr. Foster has extensive experience with ERISA and other employee benefits and executive compensation matters, including executive compensation, (stock option, restricted stock, and severance plans and agreements, employment contracts, nonqualified deferred compensation plans, and change in control programs), pension plans (profit-sharing, 401(k) and defined benefit pension plans and ESOPs), health and welfare benefits, and employee benefits issues in connection with corporate transactions.

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