(877) 838-8384 — Info@RetallickFinancial.com

Did you miss the webinar? Or Maybe you have questions and want to review it again. Don't worry we recorded it! Just click the link below.

Would you like to set up a 15 minute phone consultation or a one-on-one appointment in the office? At Retallick Financial we believe in helping people. Plain and simple. 

Complimentary Webinar: “Roth IRA Conversions: An effective retirement tax strategy”

Learn about Roth IRA conversions and how they may be able to help maximize your after-tax or tax-free money in retirement.
We’ll review important topics such as:

Learn About IRA Conversions

how taxes affect retirement
  • Roth IRA conversion basics 
  • How do conversions work, anyway?
  • What to consider before converting your Roth IRA
  • Possible unintended consequences of IRA conversion

Tax Strategy & IRA Conversions

strategies for a tax free retirement
  • Maximizing after-tax dollars
  • Tax-free money options in retirement
  • Managing potential taxes on an IRA conversion
  • Tax-deferral – when is it right for you?

Beneficiary Information

tax free retirement benefits
  • What happens to your IRA when you die?
  • Potential tax impact on your loved ones
  • Hypothetical beneficiary examples
  • Reducing income tax for those you leave behind

IRA Laws & Facts

Why a tax free retirement matters
  • How marital status impacts your IRA
  • Special provisions for surviving spouse
  • Required Minimum Distributions (RMDs) and IRAs
  • Are there income limitations for Roth IRA conversions?
Scroll to Top