Most everyone knows that they can convert a traditional retirement plan into a tax-free Roth. Meaning, a 401(k), IRA, SEP, SIMPLE, or other tax-deferred retirement plan deposits, could be converted into a tax-free Roth at any time. The question is, just because you can, should you?

This webinar is going to help you to decide if a Roth conversion is a smart decision for you. It’s going to help you to understand the benefits and the downsides of making a conversion. Most importantly, as a Roth conversion generally has tax consequences, this webinar is going to help you to decide how much you should convert as well.

You will learn how to:

• Understand both the benefits and the downsides of a Roth retirement plan
• Identify misconceptions about your taxes today and, during your retirement
• Utilize tools and strategies available to help you reduce your taxes
• Implement an action plan to get the process started, now!

Do you want to lower your tax bill?

Even middle-income retirees can face Federal Tax rates at nearly 50% on each additional dollar withdrawn from a retirement account. Join us for an important presentation on why taxes are different in retirement and ways to avoid key pitfalls in how you harvest income from various retirement account types in a tax-efficient way.