Are you thinking about converting to a Roth IRA? Roth IRAs have become popular retirement savings vehicles because if certain conditions are satisfied, distributions from Roth IRAs are completely free from federal income taxes. Is a Roth conversion right for you? The answer is a complicated one, and depends on your particular situation, including whether you believe you’ll be in a higher tax bracket in the future.
In this seminar, you will learn:
- The difference between Roth IRAs and traditional IRAs
- The conditions that make a Roth IRA distributions free from federal income taxes, and contribution rules for Roth IRAs
- Ways to convert a traditional IRA and/or employer retirement plan to a Roth IRA
- How to calculate the conversion tax
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