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Roth IRA Coversion Strategy Session
December 23, 2024 @ 7:00 pm - 7:30 pm EST
Join Craig J. Ferrantino, CWS®, CFF®, for an exclusive strategy session on Roth IRA conversions. Learn how to optimize your retirement savings before the December 31st conversion deadline.
This educational webinar will guide you through:
• The differences between Roth IRAs and Roth conversions.
• Tax implications and how to plan for them.
• Benefits like tax-free growth, no RMDs, and legacy planning.
• Key considerations to determine if a Roth conversion is right for you.
Take charge of your financial future by exploring how Roth IRA conversions can provide flexibility, security, and tax efficiency in retirement.