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About Us
Highlights
Taxes in America: Preparing for the New Reality
Please join us for a conference call series exclusively offered to Financial Advisors advisors and clients of Morgan Stanley Smith Barney.
Featured Speaker: Andrew Friedman is one of the nation's most sought-after speakers on political and legislative developments and their likely effect on the government's tax, fiscal, and retirement policies. An expert on political affairs, Andy has been able to predict with accuracy the likely outcome of Washington deliberations and to provide investors with specific strategies to consider in light of the changing tax and legislative environemnt.
Participant Toll-Free Dial-in Number: 866-502-2159
- Retirement Planning, October 13, 2009 at 4:00 PM ET
What legislative changes might take place in Washington affecting retirement planning and what should you be doing to prepare for them?
Replay Phone Number: 1-800-642-1687 | Conference ID Number: 35685830 - Roth IRA Conversions, November 2, 2009 at 4:00 PM ET
Beginning next year, everyone will be able to convert an IRA to a Roth IRA. Which clients should (and, importantly, which should not) take advantage of this conversion opportunity and how will the rules operate? - Gift and Estate Planning, December 1, 2009 at 4:00 PM ET
Will the estate tax, in fact, disappear next year or will Congress act? What will the effect of any legislative action be on various gift and estate planning strategies, and how should you be preparing yourself?
For more information, please contact your Financial Advisor.
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