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Roth IRA Conversions (Central)

Roth IRA Conversions (Central)

Wednesday, August 16, 2023

12:00p - 1:00p CST



A Roth IRA conversion may be an important tax-planning tool especially as you near retirement. 

Recent legislation and the growing necessity to personally fund retirement means you should be aware of potential tax issues in the future.  Join our webinar to learn more about how a conversion may help you keep more of your retirement money.

Please note: Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. Neither LPL Financial, nor its registered representatives, offer tax or legal advice. Always consult a qualified tax advisor for information as to how taxes may affect your particular situation.

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