Roth Conversions: Is Now the Right Time?
A free, live webinar with Mary Garza for Belton and Central Texas on when converting a traditional IRA to a Roth makes sense, and what it costs in taxes.
Dates
No date is set yet. Leave your details and we will email you as soon as the next webinar or seminar is scheduled.
What You Will Learn in 45 Minutes
- How a Roth conversion works and how it’s taxed
- Why lower-income years can be the best time to convert
- How conversions can shrink future required distributions
- Watch-outs: Medicare premiums and Social Security taxation
Anyone with traditional IRA or 401(k) savings, especially in the years between retiring and starting required distributions.
Meet Mary Garza
“I love meeting and helping people make confident decisions about their retirement.”
Mary keeps current with regulations, taxation and the economy to give clients useful information that helps them reduce taxes and get the most from Medicare and Social Security.
Webinar & Seminar FAQ
Is a Roth conversion right for everyone?
No. It depends on your tax bracket now and in the future. That’s exactly what we’ll help you weigh.
Is it really free?
Yes. There’s no cost to attend and nothing to buy.
How do I join?
After you register, we’ll email you a link. You can join from a computer, tablet or phone, and we’ll send a reminder before we start.
Will there be a recording?
[Confirm: we’ll email the recording to everyone who registers.]
Can I ask about my own situation?
We’ll take general questions live. For advice specific to you, book a one-on-one consultation with Mary.
Ready to get your Roth conversions roadmap in order?
Select your preferred session at the top of the page and reserve your free seat in under 60 seconds.