Roth Planning Opportunities in 2020

Tax brackets are positioned well, interest rates are favorable and RMDs are on hold. So you’re probably asking yourself if now is a good time to convert your IRA into a Roth account.

In this webinar, we look at the advantages of a Roth conversion in a down market and how you can save big on taxes down the road by investing in a conversion now. The CARES Act, the SECURE Act and the Tax Cuts and Jobs Act are all affecting this part of retirement finances, and the benefits they offer won’t last forever.

Our webinar on Roth conversion planning will give you an overview of the strategy as it currently looks. You’ll walk away with a thorough understanding of the Roth conversion process and whether that will work for you in 2020.

Join Jamie Hopkins, Director of Retirement Research at Carson, to go over:

  How Roth conversions work

  How the CARES Act and SECURE Act make Roth strategies more appealing

  Why removal of RMDs opens up Roth opportunities

  Coordinating Roth conversations with 2020 taxes

  What to consider before doing a Roth conversion

Fill out the form today to watch “Roth Planning Opportunities in 2020” at your convenience.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

Converting from a traditional IRA to a Roth IRA is a taxable event.

  • This field is for validation purposes and should be left unchanged.