• February 7, 2019
    12:00 PM - 1:00 PM
By now you have probably heard about the opportunity to convert your tax deferred funds (Traditional IRA & Traditional 401(k)) in your retirement account into tax free funds (Roth IRA & Roth 401(k)). There are many questions that arise with this opportunity that is being presented to all Americans because it isn’t always best for all. It is a very personal financial decision that can be affected by many factors and variables in one’s life. 2018 UPDATE- EFFECT OF THE TAX REFORM BILL ON ROTH CONVERSIONS- Roth conversions taking place in 2018 and onward, may not be reversed or recharacterized. As a result, much more thought must go into a Roth conversion decision in 2018 and future years. THIS DOES NOT AFFECT CONVERSIONS DONE IN 2017.


Venue Phone: 512-610-3331

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100 E Anderson Ln, Suite 100, Austin, Texas, 78752, United States