A short webinar-style presentation by Craig Wear, CFP® aimed at DIY investors and those with advisors, focusing on how post-election tax policies affect Roth IRA conversions. The speaker will assess conversion impact and whether conversions remain worthwhile, using pointed questions and a real client case study to illustrate.
I'm not going to get real deep in it. We've discovered that the majority of our clients and people that come to our webinars are we got a lot of folks that are DIYers, they're do it yourselfers. So they maybe tried the financial advisor world and just didn't have great luck or just wired where they don't want to. So I'm going to speak to the investment side of it. But if you have a financial advisor, I'm going to give you some information. It'd be good for you to go just talk to them about in terms of your investment game plan and I'll explain a little bit more about that to you along the way. But I want to see what's the impact going to be. Then I want to know, hey, is it still worth it to convert? And we're going to we're going to answer that by some pointed questions. But also I've got a real live client case that I'm going to show you. Yes or no? It's worth it or it's not worth it.
