[WEBINAR] A Comprehensive Guide to Navigating Roth Conversions from Athene
Thursday 10/10/2024 at 11:00 am - 12:00 pm CDT
How many clients contribute to their retirement savings with pre-tax dollars and expect their withdrawals will be taxed at a lower rate? Join Jay Kautt, Vice President of Advanced Markets at Athene, who will provide valuable details about Roth conversions and why now may be a key time to discuss them with clients.
Basics of a Roth IRA, Roth conversions and the mechanics of executing one
Pro-rata rule, Roth IRA 5-year rules and withdrawal ordering rules
Resources available to learn more and get help when converting to a Roth with Athene
How many clients contribute to their retirement savings with pre-tax dollars and expect their withdrawals will be taxed at a lower rate? Join Jay Kautt, Vice President of Advanced Markets at Athene, who will provide valuable details about Roth conversions and why now may be a key time to discuss them with clients.
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