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To Convert or Not to Convert (F)

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  • Class Number: 404
  • Class Name: To Convert or Not to Convert (F)
  • Facilitator: Pamela Prine Kim Dyer
  • Semester: Summer 2022
  • Number of Sessions: 1
  • Number of Seats Left: 23

Class Description

The question of whether it is beneficial to convert your tradition IRA to a Roth IRA comes up frequently when considering your retirement portfolio. During this presentation we will discuss conversion implications to your taxes, RMDs, heirs and more. Join us for help in determining if a Roth conversion is a favorable option for you.

Session # Date Start Time End Time
1 07/11/2022 01:00 PM 03:00 PM