At FlagStone we believe that providing both our existing clients and prospective clients with accurate financial education information on your schedule, from the comfort of your home or office, that we can be a convenient financial resource that will earn your trust one answer at a time.

You can book this ROTH IRA Conversion seminar on your schedule, based on our availability. Then, we will conduct a one on one session with you via our web conference software and walk you through the topic information at a pace that works for you, making sure that our answers are clearly understood by you. If you have any additional topic ideas, please let us know and we would be happy to accommodate your education needs.

ROTH IRA Conversion – Free Seminar Sample

Types of IRA’s, How a Roth Conversion Works, When Converting May Not be Appropriate.

Converting Your Retirement Assets to be Tax- Free:

Roth IRA withdrawals come out tax-free. And if you
transfer or “convert” other retirement money to a Roth
IRA, that too can eventually be withdrawn tax-free.

There is a cost for this freedom. You must pay income
taxes on the money you transfer (excluding nondeductible
traditional IRA contributions and eligible
after-tax employer plan contributions). And that tax
bill can be considerable.

Other ROTH IRA conversion questions this workshop will help answer:

What is an IRA?
What is a Traditional IRA?
What is a Roth IRA?