PPA 3D Asset Care: Roth Conversions – The Good, Bad, & Ugly

3D Asset Care programs feature a brief review of markets, current events, and a special speaker or topic. Afterward, we do a LIVE Town Hall meeting where we open the floor to questions and discussion.

Part I:Roth IRA Conversions –

The Good, Bad, & Ugly

Roth IRAs are a great tool in retirement planning, but Roth conversions are often misunderstood, poorly planned, and poorly executed. This can result in a large tax bill and an underperforming retirement plan.

When done correctly, Roth conversions result in:

• Maximizing Net Spendable Dollars
• Powerful Tax Savings
• A Tax-free Way To Gift To Heirs

Join us to learn more about the proper way to execute a Roth conversion and how to make sure it fits into your overall financial plan.

Part II: LIVE Town Hall Meeting

After the presentation, there will be an opportunity for you to ask questions about markets, the economy, and the recent events happening in the world of finance.