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Office: 704-366-5776 or 563-355-3342
Wed, Aug 16
|Zoom
Wine Down Wednesday
TOPIC: Your Most Powerful Tax Strategy: A Roth Conversion?
Registration is Closed
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Time & Location
Aug 16, 6:30 PM – 7:30 PM EDT
Zoom
About the event
Register here: https://us06web.zoom.us/webinar/register/WN_MnFQnek-Qu6Ng-AZpvo5qA
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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