Maxifi Planner Webinar: Optimizing Roth Accounts

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tonyclifton
Posts: 990
Joined: Sat Feb 08, 2020 4:25 pm

Maxifi Planner Webinar: Optimizing Roth Accounts

Post by tonyclifton »

This webinar was just announced. I have found their webinars to be informative and should be helpful even if you don't use their products. There is a bit of a sales pitch as they use their software but prior webinars had substantial content. The link below can be used to register for this webinar and to view other webinars.

I am looking forward to this one as I try to think and plan for future Roth conversions.

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Optimizing Roth Accounts
Cut Your Lifetime Taxes and Raise Your Lifetime Spending

Wednesday, September 29, 2021 | 2:00 P.M. EDT

https://maxifiplanner.com/webinars

-Roth versus traditional retirement accounts
-Tax efficient retirement account withdrawals
-When should I convert to a Roth and how much should I convert?
-Comparing the tax savings from contributing to Roth vs. Non-Roth accounts
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