• Little-known benefits and traps in IRA conversions.
• How to manage your portfolio in today's economy and markets.
• How income tax planning is changing for 2010 and 2011.

• To learn the four portfolio strategies that consistently work.
• To learn whether converting to a Roth IRA is appropriate for you.
• To learn why you might want to change your income tax planning strategies.

Bob Carlson is editor and publisher of the monthly newsletter Web site Retirement Watch and managing member of Carlson Wealth Advisors. His latest book (with Eric Tyson) is Personal Finance for Seniors for Dummies. Other books include The New Rules of Retirement and Invest Like a Fox…Not Like a Hedgehog.

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• What factors correlate best with a country's market appreciation.
• The current status of these factors with regard to global markets, and which countries to overweight which countries to underweight in your portfolio.
• How to blend these investment vehicles into a coherent global investing philosophy.

• The United States market appreciation can be expected to lag other countries, and if that is true, inclusion of foreign equities will boost returns.
• An emphasis on countries with stronger growth may boost returns even more.
• Investors need an investment philosophy which is both simple and adaptive.

David John Marotta, is President of Marotta Wealth Management, Inc. A graduate of Stanford University, Marotta has been published or quoted on financial matters in many major publications including The Washington Post, The LA Times, The Miami Herald, Dow Jones Newswire, Dow Jones MarketWatch, Fidelity Wealth Management Perspectives, Investment Advisor Magazine, NAPFA Planning Perspectives, The Virginia Institute, The Jacksonville Business Journal, and The Charlottesville Business Journal.