ROTH Conversion Strategies to Help Reduce Lifetime Taxes
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ROTH conversions can be a powerful tool for reducing future tax burdens and leaving a more efficient legacy, but timing and strategy matter.
In this on-demand webinar, we walk through how ROTH conversions work, what pitfalls to avoid, and how to evaluate whether this approach fits your goals.
Whether you’re approaching retirement or reviewing your legacy plan, this webinar offers practical insight into tax-smart conversion strategies.
Brian Dightman, CMT®
Brian brings a passion for simplifying complex financial strategies and helping clients feel confident in their decisions. With decades of experience in wealth management and a focus on long-term tax planning, Brian uses clear tools and thoughful guidance to help clients evaluate when a ROTH conversion might make sense…
Elysha Comer, CPA
Elysha brings clarity to complex tax decisions and enjoys helping clients feel more confident in their financial strategies. With a background in both public accounting and collaborative wealth planning, Elysha focuses on how tax projections, Medicare IRMA considerations, and real-life numbers can support smarter ROTH conversion decisions…
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