RETIREMENT ROADMAP SERIES:

Are Roth Conversions Right for You?

Join Us for a Live Webinar on Roth Conversions

Join our team of financial experts for a 30-minute webinar where we’ll discuss the top 3 things you need to know about whether or not roth conversions are right for you, followed by Q&A session where you’ll have the opportunity to get answers to your most pertinent questions.  

As many pilots prepare to make their final approach, we receive questions such as:

• How do I plan Roth conversions around Social Security claiming strategies?
•  How do I weigh the future outlook on tax rates?
•  How does next generation/legacy planning affect Roth conversion considerations?

If you know a family member, friend, or colleague who is interested, we encourage you to have them RSVP as well.

HAVE QUESTIONS OR PREFER TO RSVP BY EMAIL? 

Contact Shannon Bourque at shannon.bourque@raa.com