Webinar: Roth Conversion Strategies

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Roth Conversion StrategiesHave you wanted to get a Roth IRA started but you think that your annual contribution is not enough to get you to the goal you have in mind? Or are you looking for how to get your money growing tax-free rather than tax-deferred?  During this informative webinar, we will explore your options and strategies for using your existing tax-deferred accounts into TAX FREE Roth accounts by doing a conversion. A Roth conversion is also a useful for people looking to avoid required minimum distributions and with the end of year fast approaching your time is running out to get your conversion done for this tax year.

Join Advanta’s Alex Perny as he compares the rules on regular and Roth IRAs, reasons why an individual should consider making a Roth conversion and how you can convert those assets you may be holding in your self-directed IRA. The deadline for making a Roth conversion is December 31st, so make sure to attend this webinar and insure you don’t miss out on a potential tax planning opportunity.



November 29, 2018
11:00 am - 12:00 pm EST
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Advanta IRA
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Tampa Bay, FL, Atlanta, GA