Roth Conversions: A Smart Strategy for Tax-Free Growth

Ever wondered about why everyone talks about the Roth IRA, 401k and Roth conversions? That is because the IRS is giving us a playbook to create completely tax-free revenue streams!

In this webinar, Advanta IRA’s Alex Perny explains the intricacies of how these different accounts are structured, funded, and established so that you can take control of your tax-free financial future.

He’ll cover:
· What a Roth IRA is and the long-term benefits it offers
· Who qualifies to contribute and how income limits apply
· How conversions from traditional IRAs and 401(k)s to Roth accounts work and who can take advantage of this tactic
· The backdoor Roth IRA strategy—what it is, when it’s useful, and how to do it correctly

For individuals with retirement funds in a traditional IRA or 401(k) who find themselves wishing they had opened a Roth from the start, it's not too late. This webinar arms you with the knowledge you need to perform a Roth conversion and create a more flexible, tax-efficient retirement.

You must register here to receive the webinar link.