Join MOAA and special guest Col. Brian “ALF” O’Neill -- retired Air Force fighter pilot and founder of Winged Wealth Management and Financial Planning LLC -- to learn who should consider a Roth conversion, which accounts to use, and how (and when) to execute the conversion, with a special focus on the new Roth conversion option offered in your Thrift Savings Plan (TSP).
 
Webinar topics include:

• Roth Conversion 101
• The “2-1-0 framework” for considering a Roth conversion for “accumulators,” “pre-retirees,” and retirees
• How to determine the effect of a conversion in the current year and in future years
• Timing of your conversion
• Pitfalls to avoid
• Specific details on the TSP conversion process

 
A Roth conversion is not a one-size-fits-all approach to retirement planning -- and it's not a move investors should take without understanding all the advantages, rules, and risks. Whether you're nearing retirement or just beginning your path to a sound financial future, this webinar can help. Register for free today!

 
MOAA Premium and Life members have access to all recorded MOAA webinars at any time via MOAA’s Webinar Archive. Want to join MOAA? See MOAA.org/join for details.