Skip to main content

Tax Implications from Converting Traditional IRA to Roth IRA- 7/8/25

About the Webinar:

Date: Tuesday, July 8, 2025

Time: 12 – 1 PM | Eastern

Are you paying taxes now to save more later?

If you have a traditional IRA, 401(k), or other pre-tax retirement account, a Roth IRA conversion could offer valuable long-term tax benefits. But how do you know if the upfront tax cost is worth it?

Join Ben Bowers, individual tax expert, for a live webinar where he’ll cover:

  • When a Roth conversion makes the most sense
  • The potential tax savings and estate planning advantages
  • Key considerations and timing strategies
  • Real-life examples of tax-smart conversions

This session is designed for individuals, business owners, and high-net-worth families looking to enhance their retirement and estate planning strategies.

What You’ll Learn:

  • How Roth IRAs differ from traditional retirement accounts
  • When conversions are tax-smart—low income years, rising tax environments, and large estate planning
  • What pitfalls to avoid: 5-year rules, RMD impacts, and funding conversion taxes
  • How to evaluate if a conversion aligns with your financial goals