Roth Conversion Planning

Doing a Roth conversion may seem like a complicated, stressful process, but with a little guidance, it can help you save big on taxes in the long-run. Let's look at the details of how you can take control of your financial plan for retirement.

Join Neal McGrath, Senior Wealth Advisor and Founder of Aptus Wealth Planning on date goes here to go over:

How Roth conversions work
How the CARES Act and SECURE Act make Roth strategies more appealing
Why removal of RMDs opens up Roth opportunities
Coordinating Roth conversations with 2021 taxes
What to consider before doing a Roth conversion

Fill out the form to watch the recording at your convenience.

Converting from a traditional IRA to a Roth IRA is a taxable event.

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