Description
Unlock the power of tax‑free growth with this easy‑to-follow session that demystifies one of retirement planning’s most misunderstood strategies: the Roth conversion. In this interactive mini‑course, you’ll explore when a conversion makes sense, how timing matters, and what benefits—like tax flexibility, simpler estate planning, and potential freedom from RMDs—might matter most for your future.
Through real‑world examples you’ll gain the confidence to evaluate whether a Roth conversion aligns with your personal goals. By the end, you’ll walk away with a smarter understanding of your retirement options—and the knowledge you need to decide your next financial step with confidence.
Sandwiches and good company provided.
Converting from a traditional IRA to a Roth IRA is a taxable event. A Roth IRA offers tax free withdrawals on taxable contributions. To qualify for the tax-free and penalty-free withdrawal or earnings, a Roth IRA must be in
place for at least five tax years, and the distribution must take place after age 59 ½ or due to death, disability, or a first-time home purchase (up to a $10,000 lifetime maximum). Depending on state law, Roth IRA distributions
may be subject to state taxes.
Date and Time
Thu, Feb 26, 2026
5:30p - 6:30p PST