Roth Conversions and Backdoor Roth Strategies

Date: Thursday, May 18, 2023
Time: 11:30am - 1:00pm
Location: Cherokee Country Club
Speaker: Sara Hill

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Sara Hill, Certified IRA Specialist with the Trust Company of Tennessee, will discuss Roth conversions, including the Back Door Roth Contribution, that have been a very effective strategy for high income clients who want to build a tax-free source of retirement income. Ms. Hill will discuss the mechanics of these strategies and will go in to some detail on when you should and should not consider them for your clients.

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