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

with... Jeffrey Crum

This meeting is Virtual. Guest speaker: Jeff Crum, a Financial Services Professional from MassMutual Carolinas. Topic today: Roth Conversions - Are they right for you? The fee for this virtual meeting is $15.00 for members and $25.00 for non-members.

Tuesday, October 12, 2021 12:30 PM - 1:30 PM
Virtual ONLINE Event
Thank you for spending your lunch hour with us Virtually via Zoom! 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
The cost for this virtual meeting is $15.00 for members and $25.00 for non-members. If you would like a free option, join us in person at Mi Pueblo in Winston Salem or at Logan's Roadhouse in Greensboro. The in person meetings are free - you just pay for your lunch.

Spend your lunch hour with us. We'll lunch...and learn!

    

CRN202409-973767


Members:
$15.00
Non-Members:
$25.00

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



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