Educational Webinar:

Are Roth Conversions Right For You?

Minimize taxes and make your retirement savings last longer.

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What You'll Learn:

  • Determining the right amount to convert without overpaying in taxes.
  • Avoiding common Roth conversion mistakes.
  • Key factors to evaluate before moving assets into a Roth IRA.
  • How Roth conversions fit into your overall retirement tax strategy.

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Hosted By:

Dean Thurman, AIF®

Co-Founder & Senior Partner

Dean Thurman, Co-Founder and Senior Partner of InvestWise Financial, has spent over 30 years helping individuals and families navigate retirement and investment planning. He specializes in simplifying complex financial decisions through personalized strategies focused on retirement, tax planning, and long-term wealth management.

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Build a Smarter Retirement Tax Strategy

We’ll walk through the key components of Roth conversions and how they may apply to your situation.

  • Clear breakdown of how Roth conversions can benefit your long-term plan.
  • Step-by-step look at the conversion process (and what to watch out for).
  • Real-world examples showing how strategic conversions can create significant tax savings.
  • Live Q&A to get your personal questions answered.
  • Guidance on how to decide the right conversion amount for your situation.

Smart tax planning plays a major role in keeping more of your retirement savings.

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Next session in:
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By providing your phone number, you consent to receive SMS messages from InvestWise Financial about this webinar; message frequency varies, and you can opt out anytime by replying STOP.

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