Roth IRA Conversions:
Pay Taxes Once and Never Again
Pay Taxes Once and Never Again
Boost Your Client's Financial Planning, Tax Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Thursday, June, 3 • ET • 90 minutes
Earn 1.5 CE credit Trusted by 10,000+ financial advisors

Jim Lange
CPA/Attorney/Registered Investment Advisor Lange Financial Group, LLC
What You'll Learn
The benefits of a series of well-timed Roth IRA conversions in the appropriate situation could mean tens, or hundreds of thousands, of dollars difference to you and your family. Roth IRA conversions are also often a critical defense against the SECURE Act’s provision that causes a…
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Contact: Sun West Mortgage