ROTH IRA Webinar followup - Retallick Financial Group

(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

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?

Beneficiary Information

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?

Headquarters:
Fort Myers Office
9961 Interstate Commerce Dr., Suite 160
Fort Myers, FL 33913
(877) 838-8384
Bonita Springs Office
27911 Crown Lake Blvd., Ste. 247
Bonita Springs, FL 34135
(877) 838-8384
Venice Office
1500 East Venice Ave., Ste. 301
Venice, FL 34292
(877) 838-8384
Sarasota Office
1990 Main St., Ste. 750
Sarasota, FL 34236
(877) 838-8384

Donald L Retallick III
FL Insurance License # P109239

Retallick Financial Group
Florida Lic. #L096591

*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.

IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

By contacting Donald L Retallick III FL Insurance License # P109239/ Retallick Financial Group Florida Lic. #L096591, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.