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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:

Topics Covered:

• 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