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. Let’s look at the details of how you can take control of your financial plan for retirement.

Join 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
  • What to consider before doing a Roth conversion


Converting from a traditional IRA to a Roth IRA is a taxable event.