Jun 30

Roth IRA Conversions: An effective retirement tax strategy

A Roth IRA conversion may be an important tax-planning tool especially as you near retirement.

Recent legislation and the growing necessity to personally fund retirement means you should be aware of potential tax issues in the future. Join our webinar to learn more about how a conversion may help you keep more of your retirement money.

Webinar starts at 6pm CT / 7pm ET.

Virtual location

You will receive a confirmation email with a URL.

Jun 30, 2026 06:00pm CT

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Presented by:

Michael Marks, CFP®

Financial Consultant - Alliant Retirement and Investment Services

About Mike

Financial professionals are registered reps with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Alliant Credit Union (ACU) and Alliant Retirement and Investment Services (ARIS) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using ARIS, and may also be employees of ACU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, ACU or ARIS. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any

Other Government Agency

Not Credit Union

Guaranteed

Not Credit Union Deposits

or Obligations

May Lose

Value

All financial decisions and investments involve risk, including possible loss of principal. No strategy assures success or protects against loss. Investors should consider the investment objectives, risks, charge and expenses of the investment company carefully before investing.

Alliant Retirement and Investment Services, Global Atlantic Financial Group, and LPL Financial are all separate entities.