Thu Mar 21, 7:30 PM - Thu Mar 21, 8:45 PM

Wells Branch Community Library

15001 Wells Port Drive, Austin, TX

Community: Round Rock

Description

A confident retirement doesn’t just happen.  Can a Roth IRA help you be prepared?  Cut through the clutter and decide if a Roth IRA conversion is right for you. Understand the value of balancing taxable with tax-free income in retirement. Take full advantage of all

Event Details

A confident retirement doesn’t just happen.  Can a Roth IRA help you be prepared? 

Cut through the clutter and decide if a Roth IRA conversion is right for you.
Understand the value of balancing taxable with tax-free income in retirement.
Take full advantage of all the benefits of a Roth conversion while avoiding common pitfalls.

Find out which factors to consider before choosing a Roth Conversion.  Join us to see if this strategy can work for you! Presented by financial advisor Jim Bailey.
Advance registration opens February 21, 2019.

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