Description
Join us for an insightful webinar exploring Roth IRA conversion strategies and how they can impact your long-term financial goals.
During this session, you’ll learn:
- How a Roth conversion works and who may benefit most
- Potential tax advantages and considerations
- Strategies to maximize retirement income while minimizing tax liability
- Key factors to consider before making the move
- Whether you’re nearing retirement or planning ahead, this webinar will provide practical guidance to help you make informed decisions about your retirement savings.
📅 Date & Time: 10/15/25 @ 12:30 PM
Seats are limited—reserve your spot today and take the first step toward a more tax-efficient retirement strategy.
Date and Time
Wed, Oct 15, 2025
12:30p - 1:30p EST