Quantifying the Financial Benefits of Roth Conversions
Boost Your Client's Financial Planning, Tax Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Thursday, September, 2 • ET • 75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors

Joe Elsasser, CFP®
Financial Planner
What You'll Learn
You know that converting dollars from a traditional IRA into a Roth IRA can be an incredibly effective tax technique for many retirees. Roth conversions can help clients manage tax obligations in the short-term while reducing overall taxes paid during retirement.
But…