Free Recorded Webinar for Financial Professional Network Members
CPAs, Attorneys and Financial Advisors Join Today and You Can Access...
"Maximizing Roth IRA Conversions: 8 Reasons to Convert"
Presented by Robert Keebler, CPA, MST, AEP (Distinguished)
Partner, Baker Tilly
Listen in as Bob Keebler shares 8 reasons to convert to a Roth IRA and effective strategies to maximize the conversion opportunities. In less than an hour you'll discover:
- Eight Reasons Why to Convert to a Roth IRA
- Critical Decision Factors and Mathematical "Mechanics" Behind Roth IRA Conversions
- Tactical Considerations When Converting
- Roth IRA Conversion Timeline
- Winning Strategies including Roth IRA Segregated Conversion Strategy
Register for the Equity Trust Financial Professional Network to get more details and access the webinar recording and presentation. Our Financial Professional Network and Online Resource Center puts you in touch with like-minded professionals. Access education and resources to establish yourself as a self-directed IRA and retirement plan expert to build your business.
Contact:
Ann Siford
Equity Trust Professional Network
440-323-5491 x255
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