Roth IRA Conversion Strategy Session (Presented By: Craig Ferrantino, CWS®, CFF®)
As the December Roth conversion deadline approaches, there is still time to take action and make decisions that could impact your retirement for years to come.
In this focused Roth IRA Strategy Session, Craig Ferrantino, CWS®, CFF®, will walk you through how Roth conversions work, who can benefit most, and what to consider before converting. You’ll learn the tax implications, potential advantages, and key factors to weigh before year-end.
This session will help you understand:
• How Roth conversions differ from contributions
• The potential tax benefits of paying now for a tax-free retirement later
• How to avoid common conversion mistakes
• When a Roth conversion may not make sense based on your income or timeline
If you’ve ever wondered whether converting your traditional IRA or 401(k) could help you secure a tax-free future, this is the webinar for you. Don’t wait—time is running out to take advantage before the year closes.
Craig Ferrantino is a registered representative offering securities and advisory services through United Planners Financial Services member FINRA, SIPC. Craig James Financial Services and United Planners are not affiliated. Material discussed is meant to provide general information and it is not to be construed as specific investment, tax, or legal advice. Individual needs vary and require consideration of your unique objectives and financial situation.