Roth IRA Conversions

Created: Business to Individual

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
Schedule Program
James (Jay) Lindner, CFP®, ChFC®, CLU®
About James (Jay) Lindner, CFP®, ChFC®, CLU®
Retirement Strategies, Ltd. was founded with the goal of assisting each client in all aspects of their financial lives. We strive to maintain a reputation for excellence in our industry through high ethics and an educational process for all life events.