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Financial 15: Roth Conversions (Presented By: Craig Ferrantino, CWS®, CFF®)

June 23 @ 9:00 am - 9:15 am EDT

Financial 15: Roth Conversions

6/23/20219:00am EDT15 minutes
Join us for this week's Financial 15 on Roth Conversions with Craig J. Ferrantino, CWS®, CFF®. What is a Roth Conversion? How does it work? What are the pros and cons? Why may it be a beneficial strategy for you?

This is a recorded Financial 15, so if you have any questions or would like more information please give us a call 631-393-2888 or email jenna@craigjamesfinancial.com. All summer long we will be running recordings of some our most popular past Financial 15s, so you can catch up on topics you may have missed.

Craig J. Ferrantino is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA, SIPC. Craig James Financial Services, LLC and United Planners are not affiliated.


June 23
9:00 am - 9:15 am EDT
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Craig Ferrantino