Understanding Roth Conversions Webinar

On August 18th, 2020, clients and community members had the opportunity to watch our live “Understanding Roth Conversions Webinar.” Recent legislation has significantly changed the landscape of retirement planning. Learn about the potential benefits and impacts to consider from these new provisions in the recording of this webinar, now available for on-demand viewing.

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

Presenter:

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.

Atlas Digest : All Eyes on the Jobs Report

Atlas Digest : All Eyes on the Jobs Report

Atlas Digest : All Eyes on the Jobs Report