Understanding Roth Conversions Webinar

Tuesday, August 18, 2020, at 2:00 PM ET

Join Robert Palmer, Director of Financial Planning, for an overview of concepts when considering making a Roth IRA conversion. Recent legislation has significantly changed the landscape of retirement planning. Robert will be reviewing major concepts to understanding Roth IRA conversions, and the potential benefits and impacts of new provisions to consider.

This webinar will cover…

  • CARES Act 2020/ Limits
  • Mechanics of Converting
  • Considerations
  • Tax Pitfalls


Robert Palmer, CFP®, RICP®
Senior Vice President
Director of Financial Planning

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