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All About Roth Conversions

July 29, 2021

Listen as NuView’s own Nate Hare for our weekly workshop covering everything you need to know about Roth Conversions.

Since 2010, ANYONE – regardless of income – can convert tax-deferred funds (Traditional IRA & Traditional 401(k)) in a retirement account into tax-free funds (Roth IRA & Roth 401(k)). Converting your funds into a Roth IRA opens up the opportunity to have tax-free wealth for the rest of your life, AND the life of your heirs. It is a very personal financial decision that can be affected by many factors and variables in one’s life.

In this workshop, we will discuss the key considerations one should make prior to doing a Roth Conversion, and how a conversion can be used as a wealth-building strategy for your self-directed retirement assets.

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