Event Details

Dates: September 17th

Location: Zoom

Join Stone Legacy Capital for a complimentary educational webinar designed to help pre-retirees and retirees better understand Roth conversion strategies and how they may fit into a comprehensive retirement income plan. During this presentation, we’ll discuss how Roth conversions work, when they may make sense, how they can impact future taxes, Required Minimum Distributions (RMDs), Social Security taxation, and legacy planning. You’ll also learn common mistakes to avoid and key considerations before making a conversion.