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About Event

• Did your 401K suffer a loss in 2022?
• Do you know this is a perfect opportunity to convert your 401K to Roth?
• Do you understand the tax consequences?

Join us to learn about year-end planning items to better prepare you and your family for a more secure future, and position for a market rebound.

What you will learn

The seminar aims to answer the following questions:

• Why do a Roth conversion before year end?
• How to do Roth conversion on Vanguard, Fidelity and Principal.
• How to calculate your tax bracket to maximize your Roth conversion
• Plan Roth Conversion Out over Multiple Years

Registration

Registration for this online seminar:

• Online

This seminar is free to attend online. We will send you the Google Meeting link shortly after Eventbrite registration. Please get the ticket “Online Meeting”.