- June 27, 2017
8:30 AM - 9:30 AM
Did you know that there is no income limitation for converting tax deferred funds (Traditional) to tax free funds (Roth)? Despite this current law, there may be income limitations on conversions in the future. Join Quest Trust Company for a presentation on the advantages of this opportunity which can be applied to anyone with a retirement account. If you are interested in growing your retirement account tax free to benefit you or your beneficiaries, then this is one class you cannot afford to miss.