A Consumer's Guide to Roth Conversions
About the Webinar
Do You Want to Reduce Your Income Tax, RMD’s, & Medicare Surcharges?
Have you been considering partial Roth Conversions but are not sure why you should do them and/or how best to do them?
How Roth conversions can help reduce the tax liability of your pre-tax retirement accounts such as IRAs, 401(k)s, 403(b)s, etc.
How Roth conversions can help lower future taxable income, Medicare Surcharges and other phantom taxes.
The benefits of Partial Roth Conversions during the IRA owner’s lifetime and the benefit to the beneficiaries.
How to strategically think through the timing of Roth conversions so that you pay tax at the lowest possible rate.
How to do them correctly and what to avoid--the mechanics of the actual conversion process.
ChFC, AIF, Best Selling Author, Webinar Host
AIF, Best Selling Author, Webinar Host