Tax strategies for Roth conversions

Posted on

With Roth conversions potentially being eradicated in the next several years, it’s critical for you to do an analysis with your financial professional on whether a Roth is right for your situation. Join Financial Professional Jim Silbernagel as he discusses the tax strategies you can use to help you convert to a Roth IRA.

This program may have passed its compliance expiration date.

Please email for more information on availability.