Tax-Efficient Retirement Workshop

November 7th 2019 6:30PM PST

(The Benefits of Partial Roth Conversions)

Register Today!

Ups & Downs

Understand both the benefits and the downsides of a Roth retirement plan

Warning Signs

Identify misconceptions about your taxes today and, during your retirement

Latest Tools

Utilize tools and strategies available to help you reduce your taxes.

Make A Plan

Implement an action plan to get the process started, now!

Do you want to lower your tax bill?

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.

Even middle-income retirees can face Federal Tax rates at nearly 50% on each additional dollar withdrawn from a retirement account.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.

Save Your Seat and Register Today
For This Important Webinar

  • Retirees should not ignore the interactions of various tax provisions.
  • A mistake can increase your overall tax liability and, as a result, diminish the sustainability of your retirement income.
  • You don’t have to know all of the complicated interactions between different tax provisions and types of income.
  • As your advisor, we can identify dangerous points that can push you into much higher tax rates.
  • Working with you to carefully plan your retirement income, manage withdrawals, and minimize income taxes, we can help you avoid pitfalls and achieve your retirement goals.
  • We can help you determine which income streams you should use at different points in retirement to avoid major tax headaches.
  • Don’t lose your hard-earned retirement income to higher taxes.

Save Your Seat and Register Today For This Important Webinar
Even if you can’t participate in the webinar live, it will be recorded and all registered attendees will be able to view the recording any time at their convenience.