Your Roth IRA may be able to be converted into another account

However, there are many potential income and tax issues to consider before doing so. Before you convert your Roth IRA - attend this webinar!

Complimentary Webinar: “Roth IRA Conversions: An Effective Retirement Tax Strategy”

Learn about Roth IRA conversions and how they may be able to help maximize your after-tax or tax-free money in retirement.

April 13th at 1PM


April 13th at 5PM

We’ll review important topics such as:

LearnAbout IRA Conversions

  • Roth IRA conversion basics 
  • How do conversions work, anyway?
  • What to consider before converting your Roth IRA
  • Possible unintended consequences of IRA conversion

Tax Strategy & IRA Conversions

  • Maximizing after-tax dollars
  • Tax-free money options in retirement
  • Managing potential taxes on an IRA conversion
  • Tax-deferral – when is it right for you?

Beneficiary Information

  • What happens to your IRA when you die?
  • Potential tax impact on your loved ones
  • Hypothetical beneficiary examples
  • Reducing income tax for those you leave behind

IRA Laws
& Facts

  • How marital status impacts your IRA
  • Special provisions for surviving spouse
  • Required Minimum Distributions (RMDs) and IRAs
  • Are there income limitations for Roth IRA conversions?

This session is offered exclusively by Green Line NW. Register now to reserve your spot or call us at 503-908-0109 to sign up. Event will be held on April 13th at 1pm or 5pm, online. All registrants will receive an email with instructions on how to attend live. 

Get informed and learn your options now. Looking forward to “seeing” you there!

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