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Which IRA Do You Choose, and When Do You Choose It?

Session Speakers
Session Description

Why Attend
Find out when it’s best to select a Roth IRA or a traditional IRA for clients and what strategies to consider when making a conversion. 

Session Details
Helping clients select a suitable IRA is one of an advisor’s most important tasks. Understanding the benefits and drawbacks of traditional and Roth IRAs is a key step in the process. A subject-matter expert will explain their similarities and differences, discuss when to make a conversion, and delve into:

  • The tax equivalency principle and how to use tax rates to calculate the value of after-tax and pre-tax contributions
  • Considerations and rules for using so-called “backdoor” and “mega backdoor” Roth IRA strategies
  • Partial Roth conversion strategies and their tax planning flexibility 

Additional Information
Education Session
1h 15m