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Wed, Aug 16

|

Zoom

Brunch & Brainstorm

Topic: Your Most Powerful Tax Strategy: A Roth Conversion?

Registration is Closed
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Brunch & Brainstorm
Brunch & Brainstorm

Time & Location

Aug 16, 2023, 11:30 AM – 12:30 PM EDT

Zoom

About the event

Register by clicking here:  https://us06web.zoom.us/webinar/register/WN_sbv6ZRpnS_-oZKpguRa9Fg

Topic: Your Most Powerful Tax Strategy: A Roth Conversion?

Join from the comfort of your home! This unique online event will cover the following topics, plus more!

  • Who qualifies to take advantage of a Roth conversion?
  • You may reduce your Traditional (taxable) IRA Required Minimum Distribution (RMD).
  • You may reduce your risk of paying higher taxes on your Traditional (taxable) IRA in the future.
  • You may reduce your future Medicare premium costs.
  • Understanding why you would or would not use this strategy.

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