[REPLAY] A Comprehensive Guide to Navigating Roth Conversions from Athene
Recorded 10/10/2024
How many clients contributing to their retirement savings with pre-tax dollars will have a tax-free bucket in retirement? Join Jay Kautt, Vice President of Advanced Markets at Athene, who will provide valuable details about Roth conversions and how they could provide valuable tax-free dollars both in retirement and for heirs. With the potential sunset of the TCJA, the time for clients to consider a Roth conversion could be now.
You’ll learn about the:
- 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 educate you on the rules and assist when making a Roth conversion at Athene