Roth Conversion Planning Webinar

Doing a Roth conversion may seem like a complicated, stressful process, but with a little guidance, it can help you save big on taxes in the long run. Watch the video below from Neal McGrath, Senior Wealth Advisor and Founder of Aptus Wealth Planning, as he covers: how Roth conversions work, how the CARES Act and SECURE Act make Roth strategies more appealing, why removal of RMDs opens up Roth opportunities, coordinating Roth conversations with 2021 taxes, and what to consider before doing a Roth conversion.