To view the 2020 Tax Planning in a Pandemic Webinar, click here.

The year will be over before you know it. Have you ever asked yourself, Why a Roth IRA? Robert Palmer will provide all-around helpful hints about Roth IRA accounts and bring you up to date on major changes brought on by the CARES and SECURE Acts, in Atlas’ “Understanding Roth Conversions Webinar.”

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

Atlas Private Wealth Management conducts educational webinars throughout the year. Interested in attending our next LIVE webinar? Simply contact us at 800-432-7447.

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