• January 23, 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 re-characterized. 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.

**This event is FREE, but you MUST register on Eventbrite**

Click HERE to register! 


14860 Montfort Dr., Suite 209, Dallas, Texas, 75254, United States


Dallas Office
14860 Montfort Dr. Suite 209
Dallas, TX 75254

Toll Free 800.320.5950
Fax: 972.314.9589