Taxes and Roth Conversions in Retirement
Realize the Potential Impact Taxes Have on Your Retirement Income
The number one fear shared among Americans approaching retirement is running out of money. Do you have a plan for your retirement income?
Join Stone Legacy Capital on September 17 for a complimentary educational webinar.
What You Will Discover in This Webinar
Join Stone Legacy Capital for a complimentary educational webinar designed to help pre-retirees and retirees better understand Roth conversion strategies and how they may fit into a comprehensive retirement income plan. During this presentation, we'll discuss how Roth conversions work, when they may make sense, how they can impact future taxes, Required Minimum Distributions (RMDs), Social Security taxation, and legacy planning. You'll also learn common mistakes to avoid and key considerations before making a conversion.
Attend Our Webinar and Learn:
How to minimize taxes in retirement
What Roth conversions are and how they work
Who may benefit from a Roth conversion and who may not
How Roth conversions can impact future tax liability
Utilize financial vehicles that can reduce your tax burden and last a lifetime
Tools and methods available to retirees to help develop a retirement tax strategy
Your Paycheck May Have Stopped, but Taxes Won't
It is important to know how you can position yourself for better returns on your investments, with lower possible risks and in the most tax-efficient manner. It could potentially save you thousands of dollars.
Meet Your Host
Bryant E. Stone Jr., ChFEBC℠, CFWP™
As the firm’s CEO, Bryant leads the overall strategic direction, growth and strategies of Stone Legacy Capital. He works to ensure the team delivers a first-class client experience and exceptional value while maintaining regulatory standards and ethical practices. As the firm’s CIO, Bryant manages the day-to-day operations of wealth management, including investment portfolio design and implementation. He is also in charge of overseeing the firm’s compliance function and fiduciary processes.
Bryant has nearly two decades of experience in the financial services industry. Prior to founding Stone Legacy Capital, he served as Chief Investment Officer of Top Rank Advisors, where he was in charge of the firm’s day-to-day wealth management functions. He was also responsible for developing and implementing investment portfolios, ensuring they followed a fiduciary process and remained up to date with market conditions and each client’s current risk assessment. In addition, he implemented systems to guide the firm’s estate planning documents process.
Advisory services are offered through Stone Legacy Capital LLC, an Investment Advisor in the State of North Carolina. Insurance products and services are offered through Stone Legacy Insurance LLC, an affiliated company. Stone Legacy Insurance LLC conducts business in CA under the name Stone Legacy Insurance Agency LLC.
This presentation is for educational purposes only and should not be construed as investment, legal, or tax advice, nor as a recommendation to buy or sell any security or implement any financial strategy. Roth conversions may not be appropriate for every investor. Decisions regarding Roth conversions should be made only after careful consideration of your individual financial situation and in consultation with your tax and legal professionals.
Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.
Attendance at this webinar does not create an advisory relationship with Stone Legacy Capital LLC. Any testimonials or examples presented are for illustrative purposes only and may not be representative of the experience of all clients. No compensation has been provided for any testimonial unless specifically disclosed.