Date & Time: Saturday, November 7, 2026 at 11:00 AM
Location: Mathis Wealth Management Office, 1234 N Scottsdale Rd, Scottsdale, AZ 85250
Roth conversions can be a powerful tax-planning tool, but they require careful analysis. This workshop explores how conversions work, when they make sense, and the key considerations to discuss with your tax and financial advisors.
Topics We Will Cover
- **How Roth Conversions Work**: Converting traditional retirement funds to Roth IRAs and the immediate tax impact
- **When Conversions Make Sense**: Lower-income years, tax rate expectations, time horizon, and estate planning goals
- **Tax Bracket Management**: Bracket-filling strategies and multi-year conversion plans
- **Medicare Considerations (IRMAA)**: How conversions can affect Medicare premiums two years later
- **The Pro-Rata Rule**: How pre-tax and after-tax IRA balances affect conversion taxation
- **Common Pitfalls**: Planning for the tax bill, the five-year rule, and avoiding unintended rate spikes
Who Should Attend
This workshop is appropriate for anyone interested in understanding Roth conversion strategies. It is educational only and not a substitute for personalized tax or financial advice.
Format
This is a 2-hour educational session with case study examples and Q&A. Light refreshments will be served.
Registration
Space is limited. Please register by October 31.
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**Disclosure:** This is an educational event only. No specific tax or investment advice will be provided. Attendees should consult their own qualified tax and financial advisors before making any conversion decisions.