Strategic Roth Conversions: Identifying Conversion Opportunities

👉 Watch Now: “Strategic Roth Conversions – Identifying Conversion Opportunities”

In our latest video, Ryan Geary explains:

• • • • • • • What is a Roth Conversion?
            • When and why it makes sense
            • Key tax considerations
            • How it fits into a broader retirement plan

Thinking about a Roth conversion but not sure where to begin?

In this kickoff to our Strategic Roth Conversion series, Ryan Geary breaks down the foundational concepts you need to know. You’ll learn what a Roth conversion is, how it differs from a Roth contribution, and why this strategy may play a critical role in long-term tax planning and legacy planning.

This video sets the stage for the deeper strategies we’ll cover in future episodes—from tax bracket management and Medicare planning to Roth conversions for legacy building.

Do you need help deciding if a Roth conversion is right for you? Schedule a call!

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