Could converting to a Roth IRA help you save on taxes and create more flexibility in retirement?
Many people nearing or in retirement are surprised to learn that their tax burden doesn’t end when they stop working. In fact, required minimum distributions (RMDs) from traditional retirement accounts can push them into higher tax brackets.
This educational seminar will help you understand if a Roth IRA conversion makes sense for your long-term goals.
What You’ll Learn:
✔ What a Roth IRA conversion is — and how it works
✔ How to evaluate the best timing for a conversion
✔ When paying taxes now can actually save you more later
✔ How Roth IRAs impact Social Security taxation and Medicare premiums
✔ Strategies to reduce future RMDs and increase tax-free income
✔ Common mistakes to avoid when converting
Whether you’re approaching retirement or already retired, this seminar will help you make informed decisions and maximize your after-tax income.
Seating is limited — RSVP today!
📧 Email: admin@trianglefsinc.com
📞 Call: 515-282-8962
In Person:
Triangle Financial Services, 2600 Westown Pkwy #102, WDM IA 50266
Or on Zoom:
https://us02web.zoom.us/j/81411384715?pwd=96lWbCHbenIwwS2jiAtpNsqfj3fyjp.1&jst=3
