Roth Conversions - The Benefits and Pitfalls
You may have heard that Roth conversions are the best way to pay less tax long term, and that may be true, but in this webinar, we will discuss the many traps and pitfalls investors face when they don't properly account for all the variables before converting to a Roth IRA.
Topics
- Roth Conversions
- Tax Planning
- Retirement and retirement income
- Medicare
- Charity and your Roth conversions
What you'll gain
The ability to discern when to make Roth conversions and when to avoid them.
Event details
Roth conversions let investors pay tax now so their wealth can grow tax-free in the future. This means potential tax hikes don't affect you because your Roth IRA is after-tax money, and all future distributions are tax-free for those age 59.5 or older. However, looks can be deceiving; you need to analyze many pitfalls and considerations before you convert your money to a Roth IRA. In this webinar, we will go over some of the biggest considerations you need to account for when converting your money to a Roth IRA. The bad news: Roth conversions aren't for everyone, and for many, they can actually hurt your short- and long-term wealth. We will provide concise principles and steps you need to take to properly evaluate if Roth conversions are right for you. This free webinar is hosted by Josh at Rigden Capital Strategies.