New Perspectives On The Roth Conversion
Roth conversions has been a frequent topic in financial planning literature, with discussions on various sources for funding the tax required for the conversion, including reverse mortgage loans.
Some benefits are apparent, while others are more nuanced. Similarly, some costs are straightforward, while others are less evident.
This presentation by Barry H. Sacks, a Certified Specialist in Taxation Law, will provide a quantitative analysis of these factors. The results are surprisingly revealing!
Where: On zoom!
When: Monday, June 24th, 11:00 a.m. PT |12:00 p.m. MT | 1 p.m. CT | 2 p.m. ET
Speaker: Barry H. Sacks, a distinguished reverse mortgage speaker who is a Certified Specialist in Taxation Law with a Ph.D. from MIT and a JD from Harvard.
Moderators: Christine Jensen(NMLS# 244648) and Rob Kanyur (NMLS# 204420)
