Events and Webinars

Roth IRA Conversion Strategies: Is a Roth Conversion Right for You?

Nicole Webb, Senior Vice President, Financial Advisor

12/07/2022

25 minutes

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With the end of the year fast approaching, time is running out to take advantage of the potential tax benefits of a Roth IRA conversion for 2022.

Nicole Webb, Senior Vice President and Financial Advisor at Wealth Enhancement Group, explains the ins and outs of Roth IRAs and Roth conversions in this Fast Class webinar. In this 25-minute video, Nicole explains:

  • The tax-saving benefits of Roth IRAs
  • How Roth conversions can benefit your overall financial plan
  • Why tax diversification should be part of your long-term wealth strategy

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Mostly white background with clock on the left side, eggs in the middle, and text on the right.

There is no cost associated with this webinar; simply register and watch the recording at your convenience.

And if you have further questions, it’s quick and easy to set a meeting with a Wealth Enhancement Group Advisor.

Wealth Enhancement Group and LPL Financial do not provide legal or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.

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Nicole Webb

Senior Vice President, Financial Advisor

Great Neck, NY

Nicole first joined Wealth Enhancement in September of 2003. During her tenure with Wealth Enhancement, she has held leadership, technical, advisory, and business development roles and she led the firm’s expansion into the Northeast by opening the New York City office.

Looking for more insights?

Get our newsletter with market commentary, financial planning perspectives, and webinar invitations.

Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.