CSPEDUR2 — Roth IRA Conversion Strategie
This class teaches the fundamentals of moving pre-tax retirement assets into tax-free accounts. Participants will learn how to identify "tax-bracket arbitrage" opportunities and recognize the "tax time bomb" created by future Required Minimum Distributions (RMDs). By the end of the class, participants will have a strategic framework to determine if a Roth conversion aligns with their long-term retirement and estate goals.