On March 8th, we covered the fundamentals of Roth IRA conversions during a LIVE webinar.

You can view the recording above which will answer:

    1) How a Roth conversion can increase your cash flow during retirement
    2) How a Roth conversion can decrease your future tax liability
    3) How to calculate the taxes associated with a Roth conversion

Atlas Private Wealth Management conducts educational webinars throughout the year. Interested in attending our next LIVE webinar? Simply contact us to receive an invitation to our next event.

Understand the basics of Roth conversions, but need more information? An Atlas advisor can help you determine if a Roth conversion is right for you, your family, and your legacy.

North Adams, MA
(413) 458-4700

Albany, NY
(518) 482-5777

Manchester Center, VT
(802) 768-8591

Atlas Private Wealth Management, LLC (Atlas) is an SEC-registered investment advisor established under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of Atlas by the SEC nor does it indicate that the advisor has attained a particular level of skill or ability.

This information is provided by Atlas for general informational purposes only, and is not intended to provide legal, tax, or investment advice. Contact your attorney or other advisor regarding your specific legal, investment, or tax situation.

PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. All investments and investment strategies involve risks including the loss of principal. Current and prospective clients should not assume that the future performance of any specific investment, investment strategy, or financial plan (including those recommended by Atlas) will be profitable.

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