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Lunch & Learn Greensboro: Roth Conversions - Are they right for you?

with... Jeffrey Crum

This lunch and learn meeting is at Logan's Roadhouse in Greensboro. Our guest speaker is Jeff Crum, a Financial Services Professional from MassMutual Carolinas. Our topic today is: Roth Conversions - Are they right for you?

Tuesday, October 12, 2021 12:30 PM - 1:30 PM
Logan's Roadhouse
1300 Bridford Pkwy Greensboro, NC 27407
Thank you for spending your lunch hour with us in Greensboro! Our guest speaker is Jeff Crum, a Financial Services Professional from MassMutual Carolinas. Also joining us today is Frank Miller, a partner at Creative Wealth Management Group. Our topic today is: Roth Conversions - Are they right for you? As a real estate investor, you may want to know the ins and outs of how to move retirement securities (IRAs, 401Ks, etc.) so you can use them for real estate.

Here is a little taste of what we will learn today:
  • What is a Roth IRA and who can contribute?
  • Contribution limits
  • The power of tax-free income
  • What types of accounts can be converted?
  • Paying taxes on conversion
  • Weighing the options

This in-person meeting is free. You just pay for your lunch.
Spend your lunch hour with us. We'll lunch...and learn!

    

CRN202409-973767


Free Event

Date:  Tuesday, October 12, 2021
Time:  12:30 PM - 1:30 PM

Location:
Logan's Roadhouse
1300 Bridford Pkwy
Greensboro, NC 27407

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