In this webinar, Bert Whitehead will review a spreadsheet he created that calculates whether a Roth conversion makes sense for an individual client. The spreadsheet requires a client's demographic information as well as portfolio, IRA and tax information. As the end of the year approaches, this is a great time to review whether it makes sense to complete a Roth conversion.
* The BrainTrust Seminar Series is powered by ACP members' ACPConnect engagement. Content for these webinars is based on the most "liked" and most active discussion threads on ACP's online forum. Registration URL: https://attendee.gotowebinar.com/register/3282873801087296770 Webinar ID: 152-880-755