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Roth Conversions: Potential Tax Savings Now and In Retirement

ROTH CONVERSIONS: POTENTIAL TAX SAVINGS NOW AND IN RETIREMENT

Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 15, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

This financial planning course will focus on Roth conversions. This presentation will review the benefits and risks of Roth conversions and other retirement tax-saving strategies.

Topics of discussion will include outlining common pitfalls to avoid when reviewing conversions inside of your retirement strategy, and evaluating a case study of when Roth conversions make sense within a financial plan. Attendees will walk away knowing more about how sensible Roth conversions have the potential for tremendous tax savings when used correctly.

Learning Objectives:


  • Determine the opportunities/risks of Roth conversions

  • Evaluate whether someone is an ideal candidate for Roth conversions

  • Summarize the major differences between qualified retirement accounts

  • Recognize common pitfalls to avoid when doing a back-door Roth

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Rizek Housari

Divergent Wealth
Wealth Advisor
[email protected]
(385) 237-4000

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Rizek Housari is a wealth advisor, Certified Public Accountant, and Certified Financial Planner® professional. Rizek recently published his first book, Finance on the Fly: Simple Strategies to Build Lasting Wealth.

As the host of the Finance on the Fly social media channel, Rizek shares practical insights on personal finance, retirement planning, tax strategies, and business topics, inspiring thousands to make smarter financial decisions.

Rizek holds both bachelor’s and master’s degrees in accounting from Brigham Young University and began his career at KPMG, a Big Four accounting firm. Now an independent advisor and fiduciary, he focuses on guiding families and individuals toward lasting financial security.

Outside of work, Rizek enjoys life with his wife, Emma, and their daughter Kalila. Together, they love outdoor adventures like fly fishing, skiing, and hiking, and he cherishes visits with family in Arizona, California, and Palestine.

About Our Presenter

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Divergent Wealth Advisors is a Family "Chief Financial Officer," a Wealth Planner, a Financial Adviser, a Portfolio Manager, an Estate Planning Adviser, and a Tax Strategist, all under the same roof. 

Divergent Wealth Advisors is a long-term financial partner who can serve generations of a family and can simplify complicated things, playing the role of an educator and an adviser.