Mar 19

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.

Please note: this webinar starts at 11am MST / 12pm MDT / 1pm CDT and will last about an hour.

Virtual location

You will receive a confirmation email with a URL.

Mar 19, 2024 12:00pm MT

Presented by:

Malcolm Horn, CFP® and Kim Kennedy

Financial Consultants - Alliant Retirement and Investment Services

About Malcolm

About Kim

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

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

Alliant Retirement and Investment Services, Allianz Life, and LPL Financial are all separate entities.