Join Us for a Live Webinar on Roth Conversions
Thursday, April 1st
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.