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Complimentary Webinar: “Roth IRA Conversions: An effective retirement tax strategy”
We’ll review important topics such as:
Learn About IRA Conversions
- 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
- 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?
- 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
- 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?