31 May
How to Rollover Your 401K Webinar


Is it really possible to generate tax-free income in retirement without doing a Roth conversion?
It's no secret that we are in an extremely low tax rate environment right now.
With the debt clock ticking with each passing second it may be possible to still take advantage of a small window to convert funds from your qualified accounts into tax-free retirement income.
While Roth conversions are a popular way to convert money from qualified accounts, it isn't the only way or potentially the best option for those looking to create inflation-adjusted income in retirement.
In an effort to help the community, we’re hosting a complimentary online workshop entitled “How to Roll-Over Your 401K & Lump Sum Pension” on Tuesday, May 31st at 11:00 AM.
During the workshop we will cover the following:
✅ Specific strategies that help create TAX-FREE income in retirement from your current 401(k)/403(b)/IRA or non-IRA money
✅ Approaches to potentially lessen your future tax burden of RMDs (required at age 72) now
✅ How you may benefit from recent tax changes to help reduce taxes over your lifetime
✅ Three areas where you may be making costly compromises
✅ Possible tools and strategies available to help retirees reduce taxes and risk
✅ A basic overview of the tax rules as they apply today
✅ How to potentially take advantage of a 3-7-year tax window now
✅ How to transfer assets and leave a tax-efficient legacy
Click the button below to reserve your complimentary spot today.
You can watch online using your mobile device or computer.
If you can't attend the online workshop at the scheduled time you can still register and we will send out a replay to watch later.

Date and Time

Tue, May 31, 2022

11:00a - 12:00p EST




Event Registration