10
Sept
Strategic Roth IRA Conversion Planning
Description
Join Sarver Vrooman Wealth Advisors for an Zoom webinar centered around actionable insights on Roth IRAs and advanced conversion strategies designed for professionals and retirees who value evidence-based financial planning.
We will be covering:
- Roth IRA fundamentals: tax-free growth, withdrawal flexibility, and estate planning advantages.
- Strategic conversion techniques: partial conversions, optimal timing, and multi-year plans.
- Advanced methods for tax bracket management, market downturn conversions, and coordinating with other income events.
This event is provided for educational purposes only. Please consult your tax professional before implementing any strategy described.
Date and Time
Thu, Sep 10, 2026
3:00p - 4:00p CST