Is a Roth Conversion a Good Idea for YOU?

This event is perfect for individuals nearing retirement, high-income earners, and anyone looking to reduce future tax burdens through strategic Roth conversions.

There’s no cost to attend—this seminar is free and open to the public with RSVP.

A Roth conversion is the process of moving funds from a traditional IRA or 401(k) into a Roth IRA. This triggers a tax bill now—but can offer tax-free withdrawals later.

Yes, Roth conversions must be completed by December 31st to count for the current year.

Absolutely. Partial conversions are often a smart way to manage your tax bracket over several years.

Anyone expecting to be in a higher tax bracket in retirement, or those looking to minimize future required minimum distributions (RMDs), may benefit from converting.

Yes, a conversion increases your taxable income for the year, which can temporarily raise Medicare premiums and affect Social Security taxation. We’ll cover strategies to minimize that impact.