The decision to convert to a Roth IRA isn’t one-size-fits-all, but it could be beneficial even if you expect your tax rate to be lower in retirement. Our upcoming webinar, presented by Vanguard, will walk through the break-even tax rate (BETR) framework for assessing the merits of a Roth conversion using a more holistic view of your financial plan. Join us to learn about:

• Roth fundamentals, including contribution limits and the mechanics of conversions
• Who might benefit from a conversion – and who wouldn't
• Potential hidden costs, tax effects and strategies to manage them
• The difference between applying the BETR method and simply relying on expected tax rates

Sign up to better understand this powerful tool for retirement and estate planning, and walk away with a practical framework that can help assess if it may be right for your situation.