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Roth Conversions – How to Get Roth IRA Benefits Regardless of Your Income
WEBINAR DETAILS
This webinar took place on 6/13/2023, but you can still watch it here.
Contact Us with any questions.
Are you disappointed that you can’t contribute to a Roth IRA because your income exceeds the eligibility requirements? Or maybe you need a strategy that will impact your income tax liability.
Then don’t miss this webinar to learn how Roth conversions allow you to convert your pre-tax retirement plan dollars into post-tax Roth dollars. This strategy can impact your income tax burden, and it bypasses the Roth IRA income eligibility requirements so you can take advantage of the BIG benefits Roth accounts offer including tax-free distributions in retirement and the ability to pass that tax-free wealth in the account on to your heirs.
During this webinar, Larissa Greene of Advanta IRA will explain:
- The tax benefits of Roth conversions
- The pros and cons of Roth conversions
- How a conversion works
- How to pay the taxes on existing pretax accounts
- The rules for a retirement account to be tax free
About the Presenter
Larissa Greene, CISP
Larissa, a proud graduate of the University of South Florida, worked in the real estate field prior to bringing her skills to Advanta IRA in 2011. She has filled many roles as she has learned the business and holds the prestigious designation of Certified IRA Services Professional (CISP). In her current role, Larissa holds various interactive seminars, webinars and networking events to teach clients and investors about self-directed IRAs. When Larissa is not attending one of her many professional business groups, she can be found rehabbing antiques, crocheting, or enjoying her family’s company.
Roth Conversions – How to Get Roth IRA Benefits Regardless of Your Income
WEBINAR DETAILS
This webinar took place on 6/13/2023, but you can still watch it here.
Contact Us with any questions.
Are you disappointed that you can’t contribute to a Roth IRA because your income exceeds the eligibility requirements? Or maybe you need a strategy that will impact your income tax liability.
Then don’t miss this webinar to learn how Roth conversions allow you to convert your pre-tax retirement plan dollars into post-tax Roth dollars. This strategy can impact your income tax burden, and it bypasses the Roth IRA income eligibility requirements so you can take advantage of the BIG benefits Roth accounts offer including tax-free distributions in retirement and the ability to pass that tax-free wealth in the account on to your heirs.
During this webinar, Larissa Greene of Advanta IRA will explain:
- The tax benefits of Roth conversions
- The pros and cons of Roth conversions
- How a conversion works
- How to pay the taxes on existing pretax accounts
- The rules for a retirement account to be tax free
About the Presenter
Larissa Greene, CISP
Larissa, a proud graduate of the University of South Florida, worked in the real estate field prior to bringing her skills to Advanta IRA in 2011. She has filled many roles as she has learned the business and holds the prestigious designation of Certified IRA Services Professional (CISP). In her current role, Larissa holds various interactive seminars, webinars and networking events to teach clients and investors about self-directed IRAs. When Larissa is not attending one of her many professional business groups, she can be found rehabbing antiques, crocheting, or enjoying her family’s company.
