Roth IRA Conversion Strategy Session (Presented By: Craig Ferrantino, CWS®, CFF®)
January 23 @ 7:00 pm - 7:30 pm EST
Whether you’re planning for future financial decisions or simply looking to understand Roth IRAs, this educational webinar will equip you with essential insights to help optimize your retirement savings.
In this session, you will learn about:
• The differences between Roth IRAs and Roth conversions.
• Tax implications and strategies for planning.
• 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 IRAs can provide flexibility, security, and tax efficiency in retirement.
Don’t miss this opportunity to gain valuable knowledge and make informed decisions for your financial wellbeing.
Roth IRA Conversion Strategy Session (Presented By: Craig Ferrantino, CWS®, CFF®)
1/23/20257:00pm EST15 minutes
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.
This event is for educational purposes. Tax services are provided independently from United Planners.
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.