Webinar Registration

Valuing a Roth Conversion under Tax and Return Uncertainty
Boost Your Client's Retirement Savings and Income Planning, Tax Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Tuesday, May, 9 • ET • 75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
Jim DiLellio, PhD
Associate Professor of Decision Sciences Pepperdine|Graziadio Business School

What You'll Learn

The question of whether to convert traditional IRAs to Roth IRAs is tricky. It's complicated by the uncertainty surrounding future income and estate tax rates AND future market returns. Join James DiLellio, Pepperdine Graziadio Business School associate professor of decision…

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This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.