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?
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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.
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How Roth conversions can help lower future taxable income, Medicare Surcharges and other phantom taxes.
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The benefits of Partial Roth Conversions during the IRA owner’s lifetime and the benefit to the beneficiaries.
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How to strategically think through the timing of Roth conversions so that you pay tax at the lowest possible rate.
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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