ROTH Conversion Seminar
Should you consider a Roth conversion for your retirement strategy?
Help take control of your RETIREMENT INCOME
You’ve likely spent years saving money in a pre-tax retirement account. You can leave your money in that account when you retire, but if you want more control over it, you may benefit from converting it to a Roth account.
Is a Roth Conversion Right for You? is a seminar that can help you discover ways to
potentially gain greater flexibility with your retirement funds.
You may have another option: A Roth account.
Roth accounts offer several advantages over traditional accounts. In this seminar, we’ll
discuss these benefits and the pros and cons of converting your account.
- Taxes
How will taxes affect your retirement? Can a Roth conversion help you reduce
your tax burden? - Flexibility
Would you like access to your retirement funds without worrying about required
minimum distributions (RMDs) or penalties for early withdrawals? - Beneficiaries
Do you want your beneficiaries to be able to take a lump sum withdrawal
without taxes? - Income
Unemployment, disability, significant medical deductions and self-employment
operating at a loss can all lead to a lower income. Is it a good time to convert to
a Roth?
JOIN US FOR THIS EDUCATIONAL EVENT
ENJOY A COMPLIMENTARY LUNCH TO FOLLOW
*Includes ROTH Conversion Workbook & Guide