When it comes to retirement planning, few decisions spark more debate than whether to convert traditional retirement savings into a Roth. With shifting tax laws, evolving income thresholds, and new planning opportunities on the horizon, the Roth conversion question has never been more relevant. Join us for a practical, common-sense session titled “To Roth, or Not to Roth? To Convert Is the Question!”, that cuts through the confusion and helps you understand when a Roth conversion makes sense — and when it doesn’t. Whether you're nearing retirement, in your peak earning years, or just starting to build long‑term wealth, this webinar will give you the clarity you need to make a confident, tax‑smart decision.

Join us on Wednesday, April 29^th, at 12:00 p.m. (PDT) for To Roth, or Not to Roth? To Convert Is the Question!, an informative and educational webinar. This is the fourth session in our 2026 “Back to School” series.  

Register Here!

In this webinar, you'll learn:

• How Roth conversions work — and why timing is everything
• Situations where a conversion may reduce your lifetime tax bill
• Scenarios where converting could increase your taxes unnecessarily
• How future tax‑rate changes may influence your decision
• The impact of conversions on Medicare premiums, Social Security taxation, and cash‑flow planning
• Strategies for partial conversions, multi‑year planning, and managing tax brackets
• How to evaluate whether a conversion fits your long‑term financial goals

 Please register using the link above. You may also call (916) 984-1150 or email info@LeslieRoperDay.com to reserve your spot.  Please include any specific questions, and Landon will do his best to provide clear explanations to some complex concepts. 

If you can’t attend the live webinar but still want to watch it, no problem! Simply register, and after the session ends, we’ll send you a link to the recording that you can view at your convenience.

Feel free to share this invitation with friends or family members who might benefit from the information. We look forward to having you attend the event!