Roth Conversion Seminar
What You Need to Know About Roth Conversions Now
Thanks to the new 2010 Roth IRA conversion rules, anyone can create a tax-free
income stream in retirement. We’ll show you how to decide if a Roth is right for
you.
Wednesday, October 6, 2010
7:30 to 9 p.m.
Hilton Garden Inn
270 Route 59 West
Nanuet, NY 10954
(845) 623-0600
Featured Speaker: Larry Luxenberg
Larry is a Chartered Financial Analyst with 28 years experience as an institutional investor and
financial consultant. Larry specializes in retirement planning for Baby Boomers and strategies for
maximizing benefits for Social Security. A frequent speaker on retirement topics, Larry previously was
a securities analyst, mutual fund manager and hedge fund manager. He founded Lexington in 2001. He
has been widely quoted in newspapers and magazines and has appeared on CNBC and other television
and radio programs.
About Lexington Avenue Capital Management:
Lexington Avenue Capital is a full service
financial advisor offering financial planning and investment management specializing in retirement and
Social Security strategies. Investment Advisory Services provided through Partnervest Advisory
Services LLC, a Registered Investment Advisor. Lexington manages portfolios relying on institutional
class funds from Dimensional Fund Advisors (DFA). DFA manages assets exclusively for institutional
investors and clients of a select group of financial advisors. As of December 31, 2009, DFA assets
totaled $165 billion and it ranked among the top 10 U.S. mutual fund companies.
For additional information contact Lexington at luxenberg@lexingtonave.com