As the markets continue to recover smart advisors are looking for opportunities to convert part of a traditional IRA into a Roth IRA. There are some significant long-term tax benefits for those who convert to Roth. The recovery will be tax-free, and smaller Roth conversions early in retirement can reduce later RMDs, spreading out the tax liability more evenly throughout retirement.
Covisum Founder and President, Joe Elsasser, CFP® will show you how to use Roth conversions to make your clients' retirement strategies more tax-efficient and clearly show the value you add.
In this webinar you will learn: