Broker Check
21 Oct
Roth Conversions

Description

It doesn’t matter how old you are or what stage of life you’re in, planning for your retirement income needs today can increase your confidence in the future. The right information doesn’t just inform your decisions; it can help to make potential challenges more manageable. Join us as we discuss Roth IRAs and address the following:

  • Basics of a Roth IRA
  • Difference between a Roth and a Traditional IRA
  • Who can contribute to Roth IRA
  • Contribution limits
  • Tax-free income
  • Types of accounts that can be converted
  • Tax implications
  • Weighing your options for conversion.

CRN202508-2838533

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Date and Time

Fri, Oct 21, 2022

12:00p - 1:00p CST

Location

Zoom Meeting - Click on event to register

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