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Smart Roth Conversions: A Retirement Case Study Live Webinar

Discover how strategic Roth conversions can help reduce long-term tax exposure, improve retirement outcomes, and increase what you leave behind.

Timing: Wednesday May 28 | 12PM Eastern and 9AM Pacific

In this 60-minute webinar, we’ll break down a real-life retirement case study featuring a couple with $4 million in assets. You’ll see exactly how a well-timed Roth conversion strategy could help:

  • Lower their lifetime tax bill by six or even seven figures
  • Avoid costly Required Minimum Distributions (RMDs) later in retirement
  • Maximize the after-tax value of assets passed to their heirs
  • Make smarter, more efficient withdrawals from retirement accounts