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Tax Free Money - Convert to Roth!

  • Broadcast in Finance
uDirect IRA Services

uDirect IRA Services


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ROTH IRA CONVERSION STRATEGIES Speakers: Amanda Han, CPA Managing Director of Business Development www.KeystoneCPA.com Kaaren Hall, President uDirect IRA Services www.uDirectIRA.com We'll be discussing: 1. What is TIPRA? 2. Why Convert to a Roth IRA Now? ROTH IRA CONVERSION STRATEGIES 3. What Are the Benefits of Converting? 4. Considerations for Whether or Not To Convert 5. Tax Free or Tax Efficient Ways to Convert to a Roth 6. Strategies for Un-Doing the Conversion