What we’ll cover:

• How Roth conversions work—and when they don’t

• Identifying your optimal “tax window” for converting assets

• Coordinating IRAs, Social Security, pensions, and required minimum distributions (RMDs)

• Strategies to create tax-free income while maintaining flexibility and control

• Common mistakes that can trigger unnecessary taxes or Medicare surcharges

This educational event is ideal for those approaching or in retirement who want clarity, confidence, and a proactive tax strategy—without sales pressure.

Seats are limited. Dinner is complimentary.