Free Webinar

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​​​​​​​.

  • Joseph Disalvo

    ChFC, AIF, Best Selling Author, Webinar Host

  • Marie Madarasz

    AIF, Best Selling Author, Webinar Host

  • , ,